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THAMES RIVER EUROPEAN DYNAMIC GROWTH GBP A - Fund overview

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Overview of THAMES RIVER EUROPEAN DYNAMIC GROWTH GBP A

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Standard Initial Charge

5.00% 0.00%

Invest via Bestinvest

to save 5.00%

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  March, 1999
Size  £1m
Yield 1.4%
Charging basis  –
Dividends paid  –
Bid price 1,693.00p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.75%
Total expense ratio 2.33%
Reduction in yield (10yr) 2.33%

Bestinvest says


No information available.

Portfolio

thames river european dynamic growth gbp a asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 2%
thames river european dynamic growth gbp a equity geographic illustration
Allocation Proportion
UK
Europe 100%
Nth America
Japan
Pacific
Other Equity
thames river european dynamic growth gbp a equity capitalisation illustration
Allocation Proportion
Large Caps 100%
Mid Caps
Small Caps

Investment process


Adopting a large cap approach to European investing, Tony Zucker and team describe themselves as being largely bottom up driven but with top down risk controls. This translates into an approach that is split two-thirds in favour of stock selection with the remainder of the added value coming from the macro view.
Aggressive bets can be taken at the macro level but these are tempered by diversification at stock level. Stock selection is split between quantitative and qualitative factors. On the former the universe is screened for those variables the management team appropriate. For the latter earnings prospects and the possibility for corporate change are the key drivers.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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