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Argonaut Pan Europn Alpha Eur I Acc

Rang 352 von 353 in - Aktien - Europa über 36 Monate
All calculations are in EUR unless stated

Verwaltet von

Greg Bennett

Greg Bennett has over 10 year’s fund management experience, primarily in the UK equity market as well as US markets. Greg runs funds at Argonaut, where he joined in 2012. Greg began his career at Neptune Investment Management in 2002, during which time he managed the US Opportunities and UK Equity funds as well as being assistant fund manager on the income and global funds. In 2006 he joined Marlborough Fund Managers where he set up and ran their UK large Cap and UK Income funds. Greg is a CFA charter holder and graduated from the University of Natal (South Africa) in 1994 with a BSc. Agricultural Economics.

Barry Norris

Barry Norris founded Argonaut in 2005 and is the CEO, CIO and lead fund manager on the Alpha, Pan European and Absolute Return funds which he manages using his distinct “earnings surprise” investment process. In over a decade of successful investing, he has established himself as a leading European equity investor managing over £1bn personally over long only and long/short equity strategies. Barry graduated from Cambridge University in 1996 with an MA in History, and in 1997 with an MPhil in International Relations. He also holds the CFA charter. Following graduation, he joined Baillie Gifford, moving to Neptune in 2002 where he launched and managed the European Opportunities Fund. Barry has managed the Argonaut European Alpha Fund and the Argonaut Pan European Fund since their launch in 2005 and the Argonaut Absolute Return Fund since inception in 2009. He is a regular contributor to the financial media, appearing frequently on Bloomberg TV and CNBC and has had opinion pieces published in the Daily Telegraph and the Financial Times.

Anlageziel

The Fund aims to achieve long-term capital growth by investing predominantly in a concentrated portfolio of approximately 30-50 stocks of companies incorporated in Europe. The Fund will be actively managed with a focus on companies with above-average growth prospects.

Performance

Aktien - Europa über : 31.07.2015 - 31.07.2018
  • Rangfolge 352/353 Gesamtertrag
  • Rangfolge 331/353 Standardabweichung
  • Rangfolge 349/353 Maximaler Verlust

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.06.2018 Jährlich Q1 Q2 Q3 Q4
2018 -3,0% -2,6%
2017 12,9% 1,2% 1,8% 5,5% 3,9%
2016 -22,5% -10,2% -13,7% -1,0% 1,0%
2015 22,0% 18,6% 1,2% -6,3% 8,4%
2014 10,3% 9,5% -2,9% -2,2% 6,0%
2013 29,2% 8,3% 1,8% 4,5% 12,1%
2012 14,0% 10,0% -6,7% 6,5% 4,3%
2011 -3,4% -1,9% 1,0% -9,5% 7,7%
2010 12,7% 3,8% -2,5% 2,0% 9,3%
2009 32,8% -5,1% 15,3% 23,2% -1,4%
2008 -41,6% -16,6% 7,0% -24,1% -13,9%
2007 0,0% 0,9% 3,3% -0,9% -3,2%
2006 31,6% 17,0% -4,4% 5,1% 11,9%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Belgien
  2. Finnland
  3. Frankreich
  4. Deutschland
  5. Guernsey
  6. Irland
  7. Italien
  8. Jersey
  9. Luxemburg
  10. Niederlande
  11. Norwegen
  12. Spanien
  13. Schweden
  14. Schweiz
  15. Vereinigtes Königreich

Information über den Fonds

  • Starttermin16.12.2005
  • Größe der Anteilsklasse01Mn
  • BasiswährungEUR
  • ISIN IE00B0S5S800

Kaufinformation

  • Mindestanlage (initial)3Mn
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr0,75%
  • Ausgabeaufschlag5,00%

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)