Comgest Growth Europe S EUR Z AccRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 17.7 | 7.0 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Islamic Equity - Other | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 27/03/2024 | EUR 12.79 | |
Day Change | 0.00% | |
Morningstar Category™ | Islamic Equity - Other | |
ISIN | IE00BMBWVP08 | |
Fund Size (Mil) 27/03/2024 | EUR 84.64 | |
Share Class Size (Mil) 27/03/2024 | EUR 0.11 | |
Max Initial Charge | 2.00% | |
Ongoing Charge 15/09/2023 | 1.31% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
Comgest Growth Europe’s strong and cohesive team and its time-tested growth strategy make it an outstanding choice for investors. The strategy earns People and Process pillar ratings of High. As a result, the Ireland-domiciled fund’s I and clean... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 25 |
Performance | |
Price |
Investment Objective: Comgest Growth Europe S EUR Z Acc |
The investment objective of the Fund is to seek to create a professionally managed portfolio consisting of what, in the opinion of the Investment Manager, are high quality long-term growth companies having their headquarters or carrying out their predominant activities in Europe. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Franz Weis 10/03/2020 | ||
Pierre Lamelin 01/09/2013 | ||
Click here to see others | ||
Inception Date 04/05/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
S&P Euro 350 Shariah TR EUR | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Comgest Growth Europe S EUR Z Acc | 30/11/2023 |
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Top 5 Holdings | Sector | % |
ASML Holding NV | Technology | 8.53 |
Linde PLC | Basic Materials | 8.08 |
Novo Nordisk A/S Class B | Healthcare | 8.07 |
Nestle SA | Consumer Defensive | 5.56 |
Essilorluxottica | Healthcare | 5.44 |
Increase Decrease New since last portfolio | ||
Comgest Growth Europe S EUR Z Acc |