Comgest Growth Europe Opps EUR Acc
Scope Mutual Fund Rating: (B)
Fund Universe:
Peergroup:Equity Europe
Index:MSCI Europe Standard Core (gross) Index (USD)
Fund Facts
Fund Manager
Fornadi E./Kaddoum R.
Sec. Code A0YAJD
ISIN IE00B4ZJ4188
Launch Date 8/7/2009
Fiscal Year-End December 31
Accumulating Yes
Last Dividend -
Volume 789 Mil. EUR
Price (5/31/2019) 35.08 EUR
Strategy
The investment objective of the Fund is to create a professionally managed portfolio consisting primarily of what, in the opinion of the Investment Manager, are Opportunities which have their headquarters or carry out their predominant activities in Europe. Portfolio construction will use a pure bottom-up stock picking approach. The Investment Manager intends investing in shares or equity linked securities including preferred stock, convertible bonds and debentures which are convertible into equity securities, issued by companies having their headquarters or carrying out their predominant activities in Europe quoted or traded on Regulated Markets.
Fees
Initial Charge 4.00 %
Return Fee 0.00 %
Management Fee 1.50 %
Total Expense Ratio 1.59 %
Scope Mutual Fund Rating
Weight A B C D E
Rating 100 % 77
Performance 70 % 98
Risk 30 % 26
Rating Classes
Class Points Interpretation
A 100 - 78 Very good
B 78 - 60 Good
C 60 - 41 Average
D 41 - 23 Below average
E 23 - 1 Poor
Performance Results as of 5/31/2019 in EUR
 1 Mon.3 Mon.6 Mon.Curr. Yr.1 Yr.3 Yr. (p.a.)5 Yr. (p.a.)10 Yr. (p.a.)2018201720162015
Fund-5.4 %2.0 %5.5 %15.4 %-4.4 %10.1 %10.5 % -8.1 %22.9 %0.8 %25.0 %
Index-4.7 %1.3 %6.0 %12.0 %0.1 %5.8 %4.6 %9.3 %-10.3 %11.0 %3.5 %8.9 %
Peergroup Ø-5.0 %0.2 %3.8 %10.6 %-4.8 %3.2 %3.3 %7.7 %-13.2 %10.6 %0.0 %11.2 %
Performance in EUR