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Principal GI European Equity

Ranked 40 out of 105 in - Europe over 12 months
All calculations are in USD unless stated

Managed by

Paul H. Blankenhagen

Paul H. Blankenhagen is a portfolio manager at Principal Global Equities. He is a co-portfolio manager for the international core and international all country portfolios. Paul is also active in research with an emphasis on the international banking industry. He joined the firm in 1992 and has been a member of the international equity team since 1995. Paul was named a portfolio manager for international core in 2000. He received an MBA from Drake University and a bachelor's degree in finance from Iowa State University. He has earned the right to use the Chartered Financial Analyst designation, and is a member of the CFA Institute and the CFA Society of Iowa.

Juliet Cohn

Juliet Cohn is a portfolio manager at Principal Global Equities. She is responsible for co-managing the firm's European, International Core and Diversified International equity portfolios. Juliet is also active in company research with an emphasis on the telecommunications and utility sectors. She joined the firm in 2003 as a portfolio manager for European equities. Prior to joining PGE, Juliet served as a director and senior portfolio manager at Allianz Dresdner Asset Management (formerly Kleinwort Benson) where she managed European portfolios for institutional and retail clients. Juliet has also managed core international portfolios on behalf of North American clients, and has experience managing funds in Eastern Europe. Prior to that she was a fund manager at the London firms of Capel Cure Myers, Rowe Price Fleming and Schroders. Juliet received a Bachelor's degree in mathematics from Trinity College, Cambridge University.

Objective

The investment objective of the Fund is to seek capital growth over the medium to long term. The Fund seeks to achieve its objective by investing principally in the equity securities of companies domiciled or with their core business in Europe (including Eastern Europe), which the Investment Adviser believes are mis-priced by the market and have the potential for significant growth.

Showing fund performance in Singapore View performance globally

Performance

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

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.8% 1.0% -0.3%
2017 29.0% 6.9% 9.3% 7.3% 2.9%
2016 -4.7% -4.0% -5.2% 6.0% -1.3%
2015 4.8% 4.6% 0.9% -6.2% 5.9%
2014 -4.7% 3.5% 0.9% -7.2% -1.7%
2013 27.3% 4.5% 0.9% 9.8% 9.9%
2012 22.1% 13.0% -8.9% 13.1% 4.9%
2011 -13.1% 5.8% 1.1% -22.1% 4.3%
2010 9.1% -1.5% -14.1% 20.0% 7.4%
2009 28.1% -16.3% 24.9% 19.8% 2.4%
2008 -46.1% -10.4% 0.3% -23.2% -21.9%
2007 14.0% 3.5% 7.1% 2.3% 0.5%
2006 36.8% 13.6% 1.2% 5.8% 12.5%
2005 14.0% -0.4% 1.2% 9.8% 3.1%
2004 23.1% 1.5% 0.8% 3.6% 16.2%
2003 38.0% -7.2% 20.7% 5.5% 16.8%
2002 -14.3% 1.8% -3.7% -21.0% 10.5%
2001 -23.9% -16.0% -4.2% -13.1% 8.9%
2000 -14.6% 0.9% -6.3% -8.3% -1.4%
1999 35.0% 3.9% 0.3% 0.0% 29.6%
1998 -15.3% 20.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. Finland
  3. France
  4. Germany
  5. Guernsey
  6. Ireland
  7. Italy
  8. Jersey
  9. Netherlands
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date01/04/1998
  • Share Class size17Mn
  • Base currencyUSD
  • ISIN IE0002490963

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment0

Charges

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

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