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Vontobel Fund European M&S Cap Eq C EUR

Ranked 28 out of 35 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

David Houston

Born in 1957, David Houston attended Aberdeen University where he obtained a degree in Law. After qualifying as a solicitor and working as a shipbroker on the Baltic Exchange for five years, David started his investment career in 1987 as an analyst at Scottish Life before becoming a fund manager at F&C (formerly Ivory and Sime) in 1989. He spent three years at Global Asset Management and in 1997 he became investment director of Kempen Capital Management (UK) and worked to build the European small cap business. In 2000 he co-founded Euronova Asset Management, a European smaller company specialist. In 2004 David joined Berenberg Bank to manage the Berenberg Euro Mid & Small Cap Fund, and was the head of the Berenberg European Smallcap Team based in Edinburgh until February 2009. At present he manages the Vontobel European Mid and Smallcap Fund and since October 2009 rejoined Euronova as a partner bringing the Vontobel fund with him. His investment style is active bottom up stock picking. In his spare time David enjoys golf, walking, skiing, sailing and is a keen sports spectator.

Objective

The sub-fund aims to achieve the highest possible capital growth. The sub-fund mainly invests in equities and equity-like securities. The sub-fund may also hold cash. The sub-fund mainly invests in securities issued by small and mid cap companies that are based and/or conduct the majority of their business activity in Europe.

Showing fund performance in Portugal View performance globally

Performance

European Small & Medium Companies over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.6% 4.4% -1.6%
2017 24.0% 8.3% 4.4% 7.0% 2.6%
2016 0.4% -5.5% -5.0% 8.4% 3.2%
2015 22.2% 14.8% 1.6% -6.9% 12.5%
2014 3.7% 3.5% 1.2% -5.2% 4.4%
2013 27.7% 5.9% -2.2% 13.2% 8.8%
2012 23.4% 20.1% -7.6% 7.1% 3.9%
2011 -22.0% 2.2% -0.8% -21.5% -2.1%
2010 30.0% 5.5% -3.3% 9.5% 16.3%
2009 71.9% -1.6% 33.7% 24.2% 5.1%
2008 -57.4% -11.5% -1.5% -20.5% -38.5%
2007 -9.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Liechtenstein
  6. Luxembourg
  7. Portugal
  8. Singapore
  9. Spain
  10. Switzerland

Fund Info

  • Launch date16/07/2007
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN LU0137005756

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.25%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).