Comgest Growth Europe Smaller Companies EUR IncRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | -4.2 | |
+/-Cat | - | - | - | - | -4.1 | |
+/-B’mrk | - | - | - | - | -5.9 | |
Category: Europe Mid-Cap Equity | ||||||
Category Benchmark: Morningstar Dev Eur SMID TM... |
Key Stats | ||
NAV 03/05/2024 | EUR 10.11 | |
Day Change | 1.75% | |
Morningstar Category™ | Europe Mid-Cap Equity | |
ISIN | IE00BYYLPN42 | |
Fund Size (Mil) 03/05/2024 | EUR 477.38 | |
Share Class Size (Mil) 03/05/2024 | EUR 0.36 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 20/02/2023 | 1.86% |
Morningstar Research |
Analyst Report | 28/03/2024 Mathieu Caquineau, Director Morningstar, Inc |
Comgest Growth Europe Smaller Companies is run by a promising duo who closely adhere to the firm’s robust and disciplined quality-growth approach. But the fund’s uncompromising style can be costly in the short term, as seen in 2022. A long-term... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 24 |
Process | 25 |
Performance | |
Price |
Investment Objective: Comgest Growth Europe Smaller Companies EUR Inc |
The investment objective of the Fund is to create a professionally managed portfolio consisting primarily of what, in the opinion of the Investment Manager, are high quality long-term growth, mid and small-cap companies having their headquarters or carrying out their predominant activities in Europe. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Eva Fornadi 30/06/2012 | ||
Denis Callioni 26/09/2018 | ||
Click here to see others | ||
Inception Date 01/02/2023 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe Mid Cap NR EUR | Morningstar Dev Eur SMID TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Comgest Growth Europe Smaller Companies EUR Inc | 31/01/2024 |
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Top 5 Holdings | Sector | % |
Moncler SpA | Consumer Cyclical | 4.63 |
Edenred SE | Financial Services | 4.43 |
Nemetschek SE | Technology | 4.29 |
Scout24 SE | Real Estate | 4.10 |
Halma PLC | Industrials | 3.98 |
Increase Decrease New since last portfolio | ||
Comgest Growth Europe Smaller Companies EUR Inc |