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Schroder ISF European Large Cap A Dis AV

Ranked 5 out of 13 in - Europe over 12 months
All calculations are in GBP unless stated

Managed by

Rory Bateman

Rory Bateman is head of the European equity team at Schroders. He hails from Kent and studied at the Guildhall University where he gained a degree in economics. He also holds a post graduate degree in economics from Cambridge University. Rory joined Schroders in April 2008. Prior to this he spent over a decade at Goldman Sachs Asset Management where he was a portfolio manager for continental European equities for eight years.

Nicholette MacDonald-Brown

Nicholette MacDonald-Brown is a portfolio manager at London-based Schroders where she has worked since 2012 having joined from Goldman Sachs where she was an analyst and portfolio manager from 2000. She manages the European Total Return and Italian Equity funds for the firm using a low volatility long-only investment style. Born in London, Nicholette graduated from Bristol University where she studied Economics and Politics and is a CFA charterholder. She enjoys skiing and the theatre in her spare time.

Objective

To provide capital growth primarily through investment in equity securities of European large cap companies. Large cap companies are companies which, at the time of purchase, are considered to form the top 80% by market capitalisation of the European market.

Showing fund performance in Gibraltar View performance globally

Performance

Europe over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1% 3.5% 1.5%
2017 13.7% 6.6% 4.3% 2.8% -0.5%
2016 17.6% 1.7% 2.0% 10.2% 2.9%
2015 6.8% 8.5% -2.3% -7.0% 8.4%
2014 -5.6% 0.4% -2.2% -1.5% -2.4%
2013 25.1% 9.1% 1.3% 7.4% 5.5%
2012 15.6% 10.7% -6.7% 6.3% 5.3%
2011 -10.8% 6.9% 0.0% -21.6% 6.5%
2010 9.9% 4.2% -12.6% 13.8% 6.0%
2009 19.6% -15.4% 12.9% 24.9% 0.2%
2008 -25.1% -9.8% -6.0% -11.4% -0.2%
2007 11.4% 0.7% 5.7% 0.8% 3.9%
2006 15.7% 8.5% -4.3% 4.9% 6.2%
2005 19.1% 1.9% 3.9% 6.5% 5.5%
2004 11.6% -0.4% 1.7% 2.0% 8.0%
2003 19.8% -7.3% 14.4% 2.4% 10.3%
2002 -27.4% -0.1% -11.7% -23.4% 7.5%
2001 -21.2% -12.8% -2.4% -17.8% 12.7%
2000 3.9% 6.4% 3.1% -6.1% 0.9%
1999 18.7% 1.9% 3.5% -5.2% 18.7%
1998 23.2% 17.1% 4.2% -14.5% 18.2%
1997 25.0% 8.8% 8.1% 8.6% -2.1%
1996 11.5% 6.3% 1.8% 4.1% -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Czech Republic
  5. Denmark
  6. Finland
  7. France
  8. Germany
  9. Gibraltar
  10. Greece
  11. Hong Kong
  12. Hungary
  13. Iceland
  14. Korea
  15. Luxembourg
  16. Macau
  17. Netherlands
  18. Norway
  19. Poland
  20. Portugal
  21. Singapore
  22. Spain
  23. Sweden
  24. Switzerland
  25. United Kingdom

Fund Info

  • Launch date04/12/1995
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU0062647606

Purchase Info

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

Charges

  • Initial investment5.00%

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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).