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Comgest Growth Europe Smaller Companies EUR Acc

Ranked 1 out of 52 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Eva Fornadi

Eva Fornadi joined Comgest as an analyst in 2005 and is today a portfolio manager specialising in European small and mid‐cap companies. She co‐leads the Comgest Growth Mid‐Caps Europe and Comgest Growth Greater Europe Opportunities funds. Eva graduated with a Bachelor of Arts with Honours in Business Studies issued by the Oxford Brookes University and a Hungarian BA in Business Studies at the International Business School in Budapest.

Rebecca Kaddoum

Rebecca Kaddoum joined Comgest in 2010 and is a portfolio manager and analyst specialising in European equities. Rebecca contributes strongly to idea generation and co‐leads the Comgest Growth Mid‐Caps Europe, Comgest Growth Greater Europe Opportunities and Comgest Growth Europe ex Switzerland funds. Prior to joining Comgest, Rebecca spent five years in the Citigroup M&A teams in Paris and in London. She graduated with a High Distinction from the American University of Beirut with a Bachelor of Business Administration and has a Master’s degree in Science in Finance from the HEC business school in Paris.

Alistair Wittet

Alistair Wittet joined Comgest in 2012 as an analyst and portfolio manager specialising in European equities. Alistair is a co-lead portfolio manager of the Comgest Europe ex UK fund and the Comgest Growth Mid Caps fund. Alistair started his career in 2006 as an analyst at Standard Life Investments in Edinburgh. He then joined Citigroup in 2009, covering the pan‐European food retail sector as an equity analyst based in London. Alistair moved to Paris to join Comgest in 2012 as an analyst covering European companies across multiple sectors and geographies. A Geography graduate from Durham University, Alistair is a CFA charterholder.


The investment objective of the Fund is to create a professionally managed portfolio consisting of what, in the opinion of the Manager, are high quality long-term growth mid-cap companies having their headquarters or carrying out their predominant activities in Europe. The Manager intends investing in shares or equity linked securities including preferred stock, convertible bonds and debentures which are convertible into equity securities issued by European mid-cap companies quoted or traded on Regulated Markets primarily in Member States. The Fund may also invest in other types of transferable securities, including debt securities.

Showing fund performance in Belgium View performance globally


European Small & Medium Companies over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.6% 15.0%
2017 26.5% 10.1% 3.1% 4.0% 7.2%
2016 -4.3% -9.3% 2.7% 5.0% -2.2%
2015 31.0% 16.7% 2.7% -1.3% 10.7%
2014 7.4% 4.4% -0.1% -4.0% 7.3%
2013 23.5% 13.3% -1.1% 7.5% 2.5%
2012 33.9% 13.6% 0.7% 9.5% 6.9%
2011 -5.2% 1.1% 2.9% -10.8% 2.1%
2010 19.8% 4.6% -1.3% 6.8% 8.7%
2009 32.0% -3.9% 18.9% 12.7% 2.4%
2008 -37.0% -11.8% -4.8% -3.1% -22.6%
2007 0.4% 5.5% 2.6% -1.9% -5.5%
2006 13.9% 7.3% -2.7% 2.6% 6.4%
2005 18.5% 3.8% 4.8% 8.0% 0.9%
2004 15.7% 8.7% 3.6% -1.3% 4.1%
2003 13.7% -8.5% 12.0% 6.8% 3.8%
2002 -31.0% 1.4% -15.1% -18.1% -2.1%
2001 -11.0% -7.4% 4.1% -18.5% 13.3%
2000 7.5% -7.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
EUR Cash 8.45%
Sartorius Stedim Biotech SA ORD 6.95%
Simcorp A/S ORD 6.27%
B&M European Value Retail SA ORD 5.13%
Straumann Holding AG ORD 4.75%
Halma PLC ORD 4.75%
Chr Hansen Holding A/S ORD 4.44%
Ambu A/S ORD 4.33%
Cts Eventim AG & Co KgaA ORD 4.02%
STRATEC Biomedical AG ORD 3.77%

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date17/05/2000
  • Share Class size169Mn
  • Base currencyEUR
  • ISIN IE0004766014

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0


  • Annual management1.50%
  • Initial investment4.00%

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