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Merian Europe (Ex UK) Smaller Companies Class R - Income (GBP)

Sell:1,497.33p Buy:1,497.33p Change: 7.72p (0.52%)
Prices as at 12 November 2019
Sell:1,497.33p
Buy:1,497.33p
Change: 7.72p (0.52%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 12 November 2019
Sell:1,497.33p
Buy:1,497.33p
Change: 7.72p (0.52%)
Prices as at 12 November 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & 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 our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

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

12/11/14 to 12/11/15 12/11/15 to 12/11/16 12/11/16 to 12/11/17 12/11/17 to 12/11/18 12/11/18 to 12/11/19
Annual return n/a 30.64% 23.39% -16.39% 8.97%

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.

Fund Management Group Comment

Merian Global Investors was created in 2018 when the team at Old Mutual Global Investors broke away from the wider Old Mutual business. The company offers funds investing across the globe - from the UK and Europe to Asia and the US. None of the managers are constrained by a 'house view'. Instead they're given the flexibility to invest their funds wherever they find the best opportunities.

Information about the fund

Fund manager biography

manager photo
Manager Name: Ian Ormiston
Manager start date: 10 November 2014
Manager located in: London

Ian Ormiston is a very experienced, well respected, high profile portfolio manager who has been managing European equities for over 20 years. Ian joins MGIS from Ignis Asset Management where he has spent seven years working as a European Equities Portfolio Manager. During his time at Ignis, Ian managed the top performing Ignis European Smaller Companies Fund, delivering strong long term investment performance. In addition, he managed the Ignis European Growth Funds. Ian started his investment management career at Asahi Life Investment Europe as an Investment Manager in the UK and European Equity Team in 1994, and became Head of European Equities in 1998. In 2000, Ian joined Singer & Friedlander Investment Management as a European Investment Manager with specific responsibility for Pan-European institutional mandates and the European element of global, international private client and pension funds. In 2004, he was appointed Head of the European Equity Team and Lead Manager of the Singer & Friedlander European Growth and the Corluy -Singer Pan-European Large Caps Funds.

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 an ISA, Lifetime ISA, SIPP or Fund & Share Account