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BMO European Smaller Companies Inclusive - Class A - Income (EUR)

Sell:2,362.20p Buy:2,362.20p Change: 12.59p (0.53%)
Prices as at 10 August 2020
Sell:2,362.20p
Buy:2,362.20p
Change: 12.59p (0.53%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 10 August 2020
Sell:2,362.20p
Buy:2,362.20p
Change: 12.59p (0.53%)
Prices as at 10 August 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Most investors look to the UK to invest in smaller companies. But this means you could miss out on an array of opportunities available overseas. In today's globalised world, a company's location can be irrelevant and there are lots of successful businesses operating across the globe. Europe's economic and political issues have been well-documented in recent years and many investors have overlooked the region. That means lots of smaller companies have been ignored and their share prices don't properly reflect their future growth prospects. Long-term investors willing to ride out volatility could be rewarded. But you should remember smaller companies are riskier than bigger ones.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

11/08/15 to 11/08/16 11/08/16 to 11/08/17 11/08/17 to 11/08/18 11/08/18 to 11/08/19 11/08/19 to 11/08/20
Annual return 2.86% 20.33% 1.28% -6.04% 1.18%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Sam Cosh
Manager start date: 1 November 2010
Manager located in: London

Sam Cosh is a senior fund manager in the European equities team, responsible for the management of the BMO European Smaller Companies Fund (SICAV), the BMO European Smaller Companies Ex UK Fund and the European Assets Trust. Sam joined the firm in 2010 from BNP Investment Partners. He began his career in 2000 as a European Institutional analyst at Invesco before moving to Fortis Investments as a Portfolio Manager within their European SmallCaps team. Sam graduated with a BA (Hons) in Economics from Nottingham University in 1999, has attained the IMC and is a CFA Charterholder.

Manager Name: Lucy Morris
Manager start date: 31 December 2019
Manager located in: TBC

Lucy is a fund manager in the European equities team, dedicated to Smaller Companies. She joined the firm in 2007 as a member of the Performance Analytics team. Lucy moved to the European equities team in the summer of 2011 and has been working on SmallCap mandates since. Lucy graduated from the University of Exeter with a BSc (Hons) in Psychology in 2006, holds the Investment Management Certificate (IMC) and is a CFA Charterholder.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account