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New Capital Dynamic European Equity Fund Usd Ord Acc (0P00016AVW)

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241.610 -1.110    -0.46%
26/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 131.22M
Type:  Fund
Market:  Ireland
Issuer:  EFG Asset Management (UK) Ltd
ISIN:  IE00BG6MV538 
Asset Class:  Equity
New Capital Dynamic European Equity Fund USD Ord A 241.610 -1.110 -0.46%

0P00016AVW Overview

 
On this page you'll find an in-depth profile of New Capital Dynamic European Equity Fund Usd Ord Acc. Learn about the key management, total assets, investment strategy and contact information of 0P00016AVW among other information.
Category

Sector Equity Other

Total Assets

131.22M

Expenses

1.72%

Inception Date

Dec 11, 2013

Investment Strategy

The investment objective of the Sub-Fund is to achieve capital appreciation through investment in securities in the European Region, including the United Kingdom and Switzerland. In seeking to achieve the Sub-Fund’s investment objective, the Sub-Fund will primarily invest in equities and equity-related securities (convertible bonds) of companies that have their registered office in the European Region including the UK and Switzerland, the securities of which are listed or traded on Recognised Markets worldwide. The European Region includes countries such as Germany, France, Italy, Spain, Belgium, the Netherlands, Luxembourg, Austria, Ireland, Greece, Malta, Portugal, Cyprus, Slovenia, Slovakia, Poland, Bulgaria, Hungary, Romania, the Czech Republic, Estonia, Latvia, Lithuania, Turkey, Denmark, Sweden, Finland, Norway, the UK and Switzerland.

Contact Information

Address 116 Park Street
London,Greater London W1K 6AP
United Kingdom
Phone +44 20 7491 9111

Top Executives

Name Title Since Until
Sam Glover - 2021 Now
Biography Sam joined EFGAM in November 2019 and is currently the co-Portfolio Manager of the New Capital Dynamic European Equity Fund, the New Capital Europe Future Leaders Fund and the New Capital Dynamic UK Equity Fund. Sam began his investment career with Man GLG, before working as an Equity Analyst at Tideway Investment Partners LLP, helping to manage various European equity mandates. Sam graduated from the University of Bath with a BSc (Hons) in Business Administration and is a CFA Charterholder.
Bibiana Carretero - 2021 2022
Biography Bibiana joined EFGAM in 2007 and worked for three years as an Investment Analyst as part of the Hedge Fund Research team. She re-joined EFGAM in 2012 after successfully completing her MBA studies. She is the co-Portfolio Manager of the New Capital Dynamic European Equity Fund and the New Capital Europe Future Leaders Fund. Bibiana started her career at Marcuard Family Office, a multi-family office where she worked for three years as a Financial Analyst. Bibiana holds BA in Business Administration from ESADE and an MBA from the University of Chicago Booth School of Business. She is also a CFA Charterholder.
Robin Milway - 1900 2016
Biography Robin is Head of Equity Research at EFGAM. Robin is portfolio manager for the three core Dynamic Equity portfolios of US, UK and Europe and the research processes that underpin these equity strategies. Robin is also portfolio manager for the New Capital Dynamic European Fund and Global Equities Conviction portfolio. The equity strategies combine bottom-up stock picking with quantitative data systems and EFGAM’s key strength in macro. Prior to joining EFGAM, Robin spent nine years working at Cooper Investors in Melbourne Australia where he was portfolio manager for the Global Equities Fund. The Fund returned 8.5% annualised over 7 years, outperforming the MSCI by 5.6% annualised. (Source: CI)
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