Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Merian European Equity A EUR

Ranked 123 out of 125 in - Europe over 12 months
All calculations are in DKK unless stated

Managed by

Ian Ormiston

Born in the early seventies, Ian Ormiston holds the investment management and research qualification from the IIMR. He began his financial career in 1994 at Asahi Life as a European equity manager. In 2000 he moved to Singer & Friedlander in the same position. He then joined Ignis Asset Management in 2007 where he spent 7 years before joining Old Mutual Asset Management in 2014. Ian uses a pragmatic growth investment style.

Objective

"The objective of the Fund is to seek to achieve asset growth through investment in a well-diversified portfolio of securities of European issuers

Showing fund performance in Denmark 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 -6.3% 0.6% -1.5%
2017 8.7% 5.4% 1.2% 0.9% 1.0%
2016 -6.6% -10.2% -7.7% 3.0% 9.4%
2015 8.2% 15.9% -0.8% -10.1% 4.7%
2014 5.4% 2.2% 1.6% 1.1% 0.4%
2013 23.2% 7.9% -2.1% 7.9% 8.2%
2012 21.3% 10.9% -2.7% 8.7% 3.4%
2011 -12.3% 1.2% -2.0% -17.3% 7.1%
2010 15.0% 6.9% -6.7% 8.6% 6.2%
2009 26.6% -8.8% 15.2% 15.5% 4.4%
2008 -46.6% -18.3% -4.1% -14.7% -20.2%
2007 5.9% 3.7% 7.3% -3.4% -1.5%
2006 17.6% 7.0% -5.4% 6.8% 8.8%
2005 24.4% 5.2% 5.9% 6.0% 5.3%
2004 10.8% 3.6% 3.0% -1.2% 5.0%
2003 5.4% -13.2% 12.8% -0.9% 8.5%
2002 -37.1% 0.0% -19.2% -24.0% 2.4%
2001 -20.8% -15.9% 1.0% -17.4% 12.9%
2000 -8.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2018

Top 10 Holdings

Stock Size
Teleperformance SE ORD 3.21%
Tesco PLC ORD 3.14%
Novo Nordisk A/S ORD 2.95%
Roche Holding AG Par 2.81%
GlaxoSmithKline PLC ORD 2.70%
Total SA ORD 2.69%
Capgemini SE ORD 2.59%
Greencore Group PLC ORD 2.59%
DNB ASA ORD 2.49%
Corbion NV ORD 2.44%
31/08/2018

Registered For Sale In

  1. Austria
  2. Chile
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Ireland
  9. Luxembourg
  10. Macau
  11. Norway
  12. Peru
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. Taiwan
  18. United Kingdom

Fund Info

  • Launch date13/09/2000
  • Share Class size26Mn
  • Base currencyEUR
  • ISIN IE0005264092

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.00%

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