Best and Worst Performing European Equity Funds

It has been a challenging year for European equity funds - so which managers are thriving under pressure and which funds are failing to deliver?

Mathieu Caquineau, CFA 30 November, 2016 | 10:18AM
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Top Rated Funds Outperforming their Peers

SPDR S&P Euro Dividend Aristocrats ETF

Morningstar Analyst Rating of Bronze

The fund’s underlying index seeks to build a portfolio of the 40 highest-yielding eurozone companies that have maintained or increased their dividend payments for at least 10 years. The index’s straightforward approach to selecting dividend stocks and the fund's low fee of 0.30% have proved very effective for the past 10 years, and 2016 was no exception.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BGF European Focus A237.83 EUR-0.17Rating
Brook European Focus A GBP Inc30.04 GBP0.81Rating
Jupiter European L Inc3,106.34 GBP-0.21Rating
Schroder European A GBP Acc1.32 GBP-0.45Rating
SPDR® S&P Euro Dividend Aristocrats ETF EUR23.47 EUR-0.37Rating
Uni-Global Equities Europe SA-EUR3,599.10 EUR0.78Rating
VT Argonaut European Alpha A GBP Acc354.87 GBP-0.05Rating

About Author

Mathieu Caquineau, CFA

Mathieu Caquineau, CFA  Senior Fund Analyst, Morningstar France

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