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Argonaut Pan Europn Alpha GBP A Dis

Ranked 32 out of 125 in - Europe over 12 months
All calculations are in DKK unless stated

Managed by

Barry Norris

Barry Norris founded Argonaut in 2005 and is the CEO, CIO and lead fund manager on the Alpha, Pan European and Absolute Return funds which he manages using his distinct “earnings surprise” investment process. In over a decade of successful investing, he has established himself as a leading European equity investor managing over £1bn personally over long only and long/short equity strategies. Barry graduated from Cambridge University in 1996 with an MA in History, and in 1997 with an MPhil in International Relations. He also holds the CFA charter. Following graduation, he joined Baillie Gifford, moving to Neptune in 2002 where he launched and managed the European Opportunities Fund. Barry has managed the Argonaut European Alpha Fund and the Argonaut Pan European Fund since their launch in 2005 and the Argonaut Absolute Return Fund since inception in 2009. He is a regular contributor to the financial media, appearing frequently on Bloomberg TV and CNBC and has had opinion pieces published in the Daily Telegraph and the Financial Times.

Objective

The Fund aims to achieve long-term capital growth by investing predominantly in a concentrated portfolio of approximately 30-50 stocks of companies incorporated in Europe. The Fund will be actively managed with a focus on companies with above-average growth prospects.

Showing fund performance in Denmark View performance globally

Performance

Europe over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 9.9% 0.8% 0.7% 5.5% 2.6%
2016 -22.8% -10.6% -14.2% -1.0% 1.6%
2015 20.6% 18.7% 1.1% -6.8% 7.8%
2014 9.5% 9.6% -3.5% -2.7% 6.3%
2013 25.8% 7.8% 0.0% 4.2% 12.1%
2012 14.0% 9.5% -7.2% 7.1% 4.7%
2011 -4.8% -2.8% 1.2% -9.6% 7.1%
2010 12.7% 3.4% -2.6% 1.0% 10.9%
2009 32.6% -4.3% 14.3% 22.5% -1.2%
2008 -42.4% -16.9% 7.0% -23.5% -15.3%
2007 -0.3% 1.2% 3.0% -1.0% -3.4%
2006 4.4% 11.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Guernsey
  8. Ireland
  9. Italy
  10. Jersey
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date12/05/2006
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00B0S5SK27

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Long/short star buys his own boutique

European equity specialist Barry Norris assumes full ownership of group, while A-rated colleague takes two funds over to competitor.

Argonaut bolsters investment team with double hire

UK-based asset manager announces new appointments amid plans to expand distribution effort.

Argonaut's Barry Norris: my top three short bets for Europe

The Citywire A-rated European equity veteran is tipping Southern Europe to bounce back this year and also reveals his three highest conviction bets he expects to underperform.

Argonaut's Norris: French banks don't realise the world has changed

After making his first move back into sector after a five year absence, the European equities manager explains why France and Spain remain no-go zones.

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