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Invesco Continental European Small Cap Eq A AD USD

Ranked 38 out of 39 in - European Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Oliver Collin

Based in Henley-on-Thames, Oliver Collin joined Invesco Perpetual in July 2014 as an analyst within Invesco Perpetual’s European Equities team. His career started in September 2000 with ING Barings, initially within their graduate programme, before becoming a member of their Institutional Equity Sales team, specialising in Pan European mid-cap equities. In January 2006 he joined Berenberg Bank where he specialised in French mid-cap institutional equity sales. In November 2010 he joined Exane BNP Paribas where he latterly led their Pan European Mid Cap Sales team after becoming a Partner in the firm in November 2011. Oliver holds a BSc (Honours) in Economics & Politics from the London School of Economics.

Erik Esselink

Erik Esselink has over a decade of experience in the fund management industry. He started out as a Dutch equity specialist working for ING in Amsterdam. He then moved to Morgan Stanley in 2000 before joining Invesco in October 2007 where he currently works. Erik holds a degree in commercial economics from the Rotterdam School of Economics.

Objective

The Fund seeks to achieve its objective by investing primarily in listed equity and equity related securities of small cap companies throughout Europe excluding the United Kingdom.For the purposes of this investment policy, Europe is intended to include all countries in the European Union (excluding the United Kingdom), Switzerland, Norway, Turkey and the members of the Commonwealth of Independent States. Up to 30% of the NAV of the Fund may be invested in cash and cash equivalents, Money Market Instruments, equity and equity related securities. No more than 10% of the NAV of the Fund may be invested in warrants.

Showing fund performance in Singapore View performance globally

Performance

European Small & Medium Companies over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7% -7.5%
2017 38.4% 6.5% 16.2% 10.3% 1.3%
2016 6.2% -1.6% -4.0% 5.9% 6.2%
2015 8.4% 5.1% 4.4% -6.6% 5.7%
2014 -9.3% 13.0% -4.1% -12.9% -4.0%
2013 50.2% 12.1% 2.6% 18.1% 10.7%
2012 38.1% 28.1% -11.8% 11.4% 9.7%
2011 -25.7% 16.6% -3.2% -27.8% -8.8%
2010 28.1% 1.2% -13.0% 24.8% 16.6%
2009 100.7% -11.7% 56.5% 39.7% 4.0%
2008 -65.1% -13.3% 1.1% -37.8% -36.0%
2007 11.1% 12.0% 5.5% -2.4% -3.7%
2006 49.7% 21.9% -0.8% 5.3% 17.6%
2005 19.2% 6.1% 2.0% 13.6% -3.0%
2004 29.7% 2.7% 2.1% 2.0% 21.3%
2003 45.6% -7.9% 25.4% 10.7% 13.8%
2002 -13.2% 2.6% 4.6% -25.6% 8.6%
2001 -40.4% -26.6% -9.0% -23.8% 17.0%
2000 -19.5% 28.8% -15.7% -3.2% -23.4%
1999 48.8% -7.9% -1.2% 4.5% 56.5%
1998 5.9% 21.1% 6.8% -22.0% 5.0%
1997 5.6% 8.4% 0.8% -1.1% -2.3%
1996 33.2% 14.9% 8.8% -1.5% 8.1%
1995 5.7% 3.5% 5.5% 1.1% -4.2%
1994 3.4% 5.4% -2.9% 4.9% -3.6%
1993 3.6% 16.9% 8.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Guernsey
  7. Hong Kong
  8. Ireland
  9. Jersey
  10. Luxembourg
  11. Macau
  12. Netherlands
  13. Norway
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date13/01/1993
  • Share Class size154Mn
  • Base currencyUSD
  • ISIN IE0003708116

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment2.00%

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