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Schroder ISF European Special Situations A Acc

Ranked 79 out of 126 in - Europe over 12 months
All calculations are in DKK unless stated

Managed by

Paul Griffin

Paul Griffin is an alternate portfolio manager for European equities at Schroders Investment Management. He joined Schroders in 2004 and joined the European equity team in 2007 as a research analyst. Paul holds the Investment Management Certificate, has passed all levels of the CFA examinations and graduated from the University College London with an MA in English Language & Literature.

Leon Howard-Spink

European specialist Leon Howard-Spink started his career with Jupiter in 1997 as a trainee fund manager and joined the European team a year later. He took control of his first fund in January 1999 and acquired the Jupiter European Special Situations fund in April 2001. Howard-Spink moved to Schroders in December 2005 and currently takes charge of the Schroder European Alpha Plus and Schroder ISF European Special Situations funds. Born in London in July 1973, Howard-Spink earned an MA in Politics from Edinburgh University.

Objective

To provide capital growth through investment in equity securities of European companies. In order to achieve the objective of the Fund, the Investment Manager will invest in a select portfolio of securities in special situations, where the Investment Manager believes a special situation to be a company whose future prospects are not fully reflected in its valuation.

Showing fund performance in Denmark View performance globally

Performance

Europe over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7% 6.8%
2017 15.9% 6.2% 4.7% 3.3% 0.9%
2016 0.3% -4.9% -0.6% 6.3% -0.2%
2015 17.6% 19.1% -1.0% -8.6% 9.1%
2014 3.7% -0.6% -1.1% 1.5% 3.8%
2013 16.7% 7.9% -2.9% 6.0% 5.0%
2012 22.5% 11.2% -2.2% 11.0% 1.5%
2011 -9.1% 1.2% -0.1% -16.2% 7.3%
2010 19.4% 7.3% -3.7% 9.8% 5.3%
2009 28.6% -7.5% 17.5% 13.8% 3.9%
2008 -40.0% -12.9% -4.1% -12.3% -18.2%
2007 -0.4% 3.4% 3.9% -3.8% -3.6%
2006 -2.9% 5.7% 9.0%

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. Hungary
  12. Iceland
  13. Italy
  14. Liechtenstein
  15. Luxembourg
  16. Malta
  17. Netherlands
  18. Norway
  19. Poland
  20. Portugal
  21. Singapore
  22. Spain
  23. Sweden
  24. Switzerland
  25. Taiwan
  26. United Arab Emirates
  27. United Kingdom

Fund Info

  • Launch date31/03/2006
  • Share Class size760Mn
  • Base currencyEUR
  • ISIN LU0246035637

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).