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Comgest Growth EAFE Plus USD I Acc

Ranked 1 out of 2 in - Global ex US over 12 months
All calculations are in EUR unless stated

Managed by

Vincent Houghton

Vincent Houghton joined Comgest in 2009 and is a portfolio manager and analyst contributing to Comgest’s Global and EAFE Plus equity strategies. Based in Singapore, he has more than 30 years of investment and banking experience, principally in Asian markets. Prior to joining Comgest, Vincent worked in Asia with Merrill Lynch, HSBC and Credit Lyonnais as an investment analyst and in a variety of institutional sales director roles dating back to 1993. He started his career in 1980 at Hong Kong Bank, serving in successive regional management roles in Bahrain, Brunei and Hong Kong. He graduated from the University of London’s School of Oriental and African Studies (SOAS) and has a Master’s degree in Economic Development.

Laure Négiar

Laure Negiar joined Comgest in 2010, initially within the firm’s US equity team as an analyst before moving to the global equity team where she is today a portfolio manager and analyst. Laure contributes to the Comgest Growth World, Comgest Monde and Comgest Growth EAFE Plus funds, as well as several global equity segregated accounts. Before joining Comgest, Laure worked at BNP Paribas Equities & Derivatives in Paris and London, and prior to that worked in several roles within the US government. Laure obtained a Bachelor’s degree in public policy from Stanford University before graduating on the Dean's list with an MSc in management from the HEC business school in France. Laure is also a CFA charterholder.

Céline Piquemal-Prade

Céline Piquemal‐Prade joined Comgest in 2003 as a global equities analyst working closely alongside Jean‐Francois Canton, one of the firm’s founders. Céline became a lead portfolio manager of Comgest’s global strategy in 2008 including the Comgest Monde and Comgest Growth World funds as well as the Comgest Growth EAFE Plus fund since its launch in 2012 and a number of global segregated mandates. Céline began her career in London as an analyst at J.P. Morgan and then at Morgan Stanley before joining McKinsey in 2000 as a consultant in the Financial Institutions Group practice, where she advised corporations across a number of different industries. She graduated from the HEC business school in Paris with a major in finance.

Zak Smerczak

Objective

The investment objective of the EAFE Plus Fund is to achieve capital appreciation by creating a professionally managed portfolio consisting of what in the opinion of the Investment Manager, are international and diversified growth securities. The Investment Manager intends investing on a global basis excluding the United States of America and Canada in shares or equity linked securities including preferred stock, convertible bonds and debentures which are convertible into equity securities issued by companies quoted or traded on Regulated Markets.

Showing fund performance in Finland View performance globally

Performance

Global ex US over : 31/08/2016 - 31/08/2017
  • Rank 1/2 Total Return
  • Rank 1/2 Standard Deviation
  • Rank 1/2 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.1% 2.4%
2016 4.2% -5.8% 4.7% 2.2% 3.3%
2015 11.2% 22.1% -4.2% -10.3% 6.0%
2014 14.0% -1.7% 5.5% 5.1% 4.5%
2013 15.7% 6.4% -1.1% 4.3% 5.4%
2012 3.2% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. France
  3. Germany

Fund Info

  • Launch date13/04/2012
  • Share Class size11Mn
  • Base currencyUSD
  • ISIN IE00B6T31531

Purchase Info

  • Min. initial investment750,000
  • Min. regular additional investment0

Charges

  • Annual management0.85%
  • Initial investment0

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