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Winton European Equity Fnd Z GBP Inc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Winton
Fund Summary The investment objective of the Fund is to seek to achieve long term investment growth with a view to outperforming the MSCI Europe Net Total Return Index (the Index) over a 5 year investment period.
Fund code WNEEI
Managers David Harding
Manager Tenure 5 years
Morningstar Category Europe Large-Cap Blend Equity
IMA Sector Europe Including UK
Fund Size £63 million
Fund Type OEIC
Management Style Active
Total Expense Ratio (TER) 0.18%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £99.641
Buy Price £99.641
Price Change -1.1792%
Price Date 22nd August 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 3rd July 2017
Fund Status OPEN
David Harding is the Founder and CEO of Winton. Since graduating from Cambridge University with a degree in natural sciences, he has started two of the world's leading quantitative investment companies: AHL and Winton. Founded in 1997, Winton is a global investment manager specialising in the application of scientific methods to financial markets. Davids philanthropy focuses on promoting scientific research and science education. His notable endowments include the Winton Chair for the Public Understanding of Risk at Cambridge University, the Winton Programme for the Physics of Sustainability at the Cavendish Laboratory, the Harding Centre for Risk Literacy at the Max Planck Institute in Berlin and the Maths Gallery at the Science Museum in London. He is an honorary fellow of the Science Museum and St Catherines College in Cambridge.

3-year Mean Monthly Return: Currently unavailable

Annual Returns 2018
Fund Performance -0.96%
Benchmark Performance
(Europe Large-Cap Blend Equity)
Time Period Cumulative Benchmark Performance
(Europe Large-Cap Blend Equity)
Fund Compared to Benchmark
1 day 1.40% -0.17% +1.58%
1 week -0.40% +2.33% -2.73%
1 month -1.85% +4.21% -6.06%
3 months 2.10% +6.84% -4.74%
6 months 6.03% +9.87% -3.84%
1 year -4.54% -0.67% -3.87%
3 years Currently unavailable +32.57% Currently unavailable
5 years Currently unavailable +33.46% Currently unavailable
10 years Currently unavailable +122.29% Currently unavailable
YTD 12.69% +13.92% -1.23%
Since inception 0.83% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Roche Holding AG Dividend Right Cert. CHE 0.90%
Novartis AG CHE 0.74%
Siemens AG DEU 0.72%
Henkel AG & Co KGaA Participating Preferred DEU 0.72%
Koninklijke Ahold Delhaize NV USA 0.70%
Sanofi SA FRA 0.68%
Total SA FRA 0.66%
Investor AB B SWE 0.63%
ABB Ltd CHE 0.60%
Rio Tinto PLC GBR 0.60%

Currently unavailable