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Barclays GA - Europe (ex-UK) Alpha M Inc EUR

Ranked 5 out of 9 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Chady Jouni

Chady Jouni is a senior portfolio manager at Barclays Wealth & Investment Management. He has been with the firm since 2010 and prior to this, he was a portfolio manager at Baring Asset Management. Currently, Chady deals in equities, using a blended and quality bias investment approach. He graduated from Ecole Nationale Superieure d’Electricité et Mécanique in Nancy, France with an MSc in Engineering.

Objective

The Fund seeks to maximise long-term total return primarily through investment in companies of European Countries, excluding the UK. The Fund invests primarily in common stock, preferred shares and securities convertible into common stock, of established companies domiciled or having significant operations (and listed or traded on a Regulated Market) in a range of European Countries, excluding the UK. The Fund will seek to invest primarily in companies of European Countries excluding the UK, but may also make an allocation to securities issued by companies domiciled and/or listed or traded in the UK.

Showing fund performance in Guernsey View performance globally

Performance

Europe Excluding UK over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0% 3.6%
2017 17.0% 7.3% 4.7% 3.6% 0.5%
2016 9.1% -0.5% 1.5% 7.4% 0.6%
2015 12.4% 10.2% -5.4% -0.7% 8.6%
2014 -1.2% 2.9% -1.0% -4.3% 1.4%
2013 28.5% 9.8% 3.4% 6.4% 6.4%
2012 21.0% 10.8% -8.4% 11.8% 6.7%
2011 -18.0% 4.5% 0.9% -22.6% 0.5%
2010 8.3% 4.5% -15.9% 15.3% 6.8%
2009 20.3% -16.5% 10.3% 30.4% 0.2%
2008 -28.6% -7.7% -2.6% -17.3% -3.9%
2007 15.2% 4.7% 6.7% 1.8% 1.3%
2006 19.8% 13.4% -9.5% 4.8% 11.4%
2005 32.7% 4.1% 6.7% 11.1% 7.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Gibraltar
  3. Guernsey
  4. Ireland
  5. Isle of Man
  6. Jersey
  7. Portugal
  8. Singapore
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date01/10/2004
  • Share Class size298Mn
  • Base currencyEUR
  • ISIN IE00B01VBV94

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.90%
  • Initial investment0.00%

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