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Schroder ISF EURO Equity C Acc

Ranked 10 out of 26 in - Eurozone over 12 months
All calculations are in CLP unless stated

Managed by

Martin Skanberg

Martin Skanberg graduated with a master’s degree in financial economics from Stockholm School of Economics. He started his career in 1992 at STORA as a manager within the group finance department and in 1994 he joined SEB Asset Management where he was an investment analyst for Nordic industrials and basic materials, and in 1996 he was a senior investment analyst working on European industrials and basic materials. Martin became the head of European research in 1999. He joined American Express Asset Management as a senior investment analyst in 2002 where he was responsible for industrials and telecoms and he joined Schroders in 2004 where he is currently a portfolio manager and European equity analyst specialising in industrials.

Objective

The Sub-Fund aims to provide capital growth primarily through investment in equity securities of companies in countries participating in the EMU (European Monetary Union).

Showing fund performance in Chile View performance globally

Performance

Eurozone over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% 2.4%
2017 21.5% 7.3% 11.7% 3.5% -2.1%
2016 -6.1% -6.1% -6.9% 6.2% 1.1%
2015 20.2% 8.0% 4.4% 0.9% 5.7%
2014 8.7% 8.7% 1.1% -0.6% -0.5%
2013 43.8% 0.3% 10.3% 14.3% 13.7%
2012 18.9% 11.3% -8.2% 5.8% 10.0%
2011 -7.0% 14.0% 0.2% -20.6% 2.5%
2010 -11.3% -2.1% -14.6% 6.1% 0.1%
2009 5.9% -23.6% 17.3% 28.2% -7.8%
2008 -30.5% -20.7% 15.9% -19.2% -6.6%
2007 7.9% 5.4% 6.0% -2.2% -1.3%
2006 40.5% 15.1% 4.0% 6.7% 10.0%
2005 0.3% 6.4% -2.2% -2.3% -1.4%
2004 22.9% 8.4% 5.0% -0.2% 8.1%
2003 18.0% -7.8% 21.3% -0.4% 5.9%
2002 -4.1% 0.8% 1.9% -17.3% 12.9%
2001 -9.0% -11.2% 3.3% -6.6% 6.2%
2000 5.3% -4.3% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bulgaria
  3. Chile
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hungary
  12. Iceland
  13. Italy
  14. Liechtenstein
  15. Luxembourg
  16. Netherlands
  17. Norway
  18. Peru
  19. Poland
  20. Singapore
  21. Spain
  22. Sweden
  23. Switzerland
  24. Taiwan
  25. United Arab Emirates
  26. United Kingdom

Fund Info

  • Launch date17/01/2000
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU0106235459

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment1.00%

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France’s newly-rated fund manager elite revealed

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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).