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Halifax European

Ranked 65 out of 132 in - Europe Excluding UK over 12 months
All calculations are in EUR unless stated

Objective

The fund aims to achieve capital growth in the long-term by investing mainly in European companies excluding the UK. The fund aims to concentrate the core of the portfolio on large companies whilst maintaining a reasonable presence in medium and small sized companies with above average potential for growth.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Europe Excluding UK over : 30/09/2017 - 30/09/2018
  • Rank 65/132 Total Return
  • Rank 111/132 Standard Deviation
  • Rank 95/132 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.7% 2.9% 1.5%
2017 12.2% 6.5% 3.7% 1.9% -0.3%
2016 3.9% -7.2% -2.1% 5.0% 8.8%
2015 10.5% 19.2% -3.3% -9.5% 5.9%
2014 8.5% 3.9% 3.3% 0.1% 1.0%
2013 21.4% 4.9% -0.7% 8.9% 7.1%
2012 21.8% 9.7% -5.6% 11.5% 5.4%
2011 -14.0% 1.5% 0.4% -20.3% 5.9%
2010 8.7% 2.7% -6.8% 5.8% 7.4%
2009 28.8% -12.8% 21.1% 18.5% 3.0%
2008 -43.5% -15.6% -4.9% -10.9% -21.1%
2007 1.1% 2.6% 4.9% -3.5% -2.6%
2006 20.9% 11.1% -5.9% 8.5% 6.6%
2005 25.5% 4.7% 4.8% 10.0% 3.9%
2004 12.6% 3.5% 3.3% -1.4% 6.7%
2003 15.3% -12.9% 17.1% 0.7% 12.3%
2002 -32.6% 2.2% -14.6% -25.4% 3.6%
2001 -17.9% -10.7% 2.6% -20.5% 12.8%
2000 -3.4% 3.4% -0.5% -1.5% -4.6%
1999 35.5% 3.0% 5.7% -1.6% 26.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date19/06/1987
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB0031810764

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment20

Charges

  • Annual management1.00%
  • Initial investment0.00%

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