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Hermes Europe Ex-UK Equity F EUR Acc

Ranked 18 out of 134 in - Europe Excluding UK over 12 months
All calculations are in EUR unless stated

Managed by

Tim Crockford

Tim Crockford joined Hermes as an analyst in June 2008. Prior to this, Tim joined Execution in July 2006 as a primary research analyst working on major projects in consumer, retail and financial services. Tim has experience working with online, CATI, CAPI and intercept methods of data collection and was responsible for providing the analysis and interpretation of primary data and subsequent report writing. Tim has recently completed his Securities and Investment Institute qualifications and in 2006 graduated from the University of Malta with a Bachelor of Accountancy (Hons), having previously obtained a Bachelor of Commerce degree from the same university.

Objective

The Fund aims to increase the value of your investment over the long term. The Fund is a diversified portfolio that will primarily invest in shares of companies that are located in or earn substantial revenue from Europe, excluding the UK. Occasionally it may also invest in companies located in Turkey and Russia. On occasion it may also invest in other financial instruments, such as other funds, rated or unrated Bonds and Derivatives.

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

Performance

Europe Excluding UK over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.3% 4.1% 2.3%
2017 20.8% 10.0% 4.5% 4.3% 0.7%
2016 0.4% -6.8% -1.2% 6.1% 2.8%
2015 19.4% 20.7% -1.9% -8.3% 10.0%
2014 1.1% 1.5% 0.6% -1.3% 0.3%
2013 20.5% 7.1% -1.3% 6.8% 6.7%
2012 25.3% 10.2% -2.0% 12.3% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date02/07/2013
  • Share Class size04Mn
  • Base currencyEUR
  • ISIN IE00B5WN7L11

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.00%

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