Comgest Growth Europe EUR Fixed IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 17.0 | 26.3 | -16.1 | 20.3 | 3.5 |
![]() | +/-Cat | 2.3 | 9.5 | -0.1 | 6.8 | -0.9 |
![]() | +/-B’mrk | - | - | - | 6.8 | -4.5 |
Category: Europe Large-Cap Growth Equity | ||||||
Category Benchmark: Morningstar DM Europe Grt T... |
Key Stats | ||
NAV 13/08/2024 | EUR 35.88 | |
Day Change | 0.67% | |
Morningstar Category™ | Europe Large-Cap Growth Equity | |
ISIN | IE00BGPZCK54 | |
Fund Size (Mil) 13/08/2024 | EUR 6091.91 | |
Share Class Size (Mil) 13/08/2024 | EUR 24.41 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 20/02/2023 | 1.55% |
Morningstar Research |
Analyst Report | 11/07/2024 Mathieu Caquineau, Director Morningstar, Inc |
Comgest Growth Europe’s strong and cohesive team and its time-tested growth strategy make it an outstanding choice for investors. The strategy earns People and Process pillar ratings of High. As a result, the Ireland-domiciled fund’s I and clean... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 24 |
Process | 25 |
Performance | |
Price |
Investment Objective: Comgest Growth Europe EUR Fixed Inc |
The investment objective of the Fund is to create a professionally managed portfolio consisting of what, in the opinion of the Investment Manager, are high quality long-term growth companies having their headquarters or carrying out their predominant activities in Europe. |
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Management | ||
Manager Name Start Date | ||
Franz Weis 01/11/2009 | ||
Pierre Lamelin 28/02/2022 | ||
Click here to see others | ||
Inception Date 16/07/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe NR EUR | Morningstar DM Europe Grt TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Comgest Growth Europe EUR Fixed Inc | 30/04/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.62 |
![]() | ![]() | 8.14 |
![]() | ![]() | 5.00 |
![]() | ![]() | 4.30 |
![]() | ![]() | 4.05 |
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Comgest Growth Europe EUR Fixed Inc |