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FP Argonaut European Alpha GBP A Inc

Ranked 7 out of 13 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Greg Bennett

Greg Bennett has over 10 year’s fund management experience, primarily in the UK equity market as well as US markets. Greg runs funds at Argonaut, where he joined in 2012. Greg began his career at Neptune Investment Management in 2002, during which time he managed the US Opportunities and UK Equity funds as well as being assistant fund manager on the income and global funds. In 2006 he joined Marlborough Fund Managers where he set up and ran their UK large Cap and UK Income funds. Greg is a CFA charter holder and graduated from the University of Natal (South Africa) in 1994 with a BSc. Agricultural Economics.

Barry Norris

Barry Norris founded Argonaut in 2005 and is the CEO, CIO and lead fund manager on the Alpha, Pan European and Absolute Return funds which he manages using his distinct “earnings surprise” investment process. In over a decade of successful investing, he has established himself as a leading European equity investor managing over £1bn personally over long only and long/short equity strategies. Barry graduated from Cambridge University in 1996 with an MA in History, and in 1997 with an MPhil in International Relations. He also holds the CFA charter. Following graduation, he joined Baillie Gifford, moving to Neptune in 2002 where he launched and managed the European Opportunities Fund. Barry has managed the Argonaut European Alpha Fund and the Argonaut Pan European Fund since their launch in 2005 and the Argonaut Absolute Return Fund since inception in 2009. He is a regular contributor to the financial media, appearing frequently on Bloomberg TV and CNBC and has had opinion pieces published in the Daily Telegraph and the Financial Times.

Objective

To achieve its objective, the Fund will invest in a concentrated portfolio of approximately 30-60 stocks. The Fund will invest at least 80% in securities of companies incorporated in continental Europe and Ireland (excluding the UK). The Fund may also invest in companies that are headquartered or quoted outside Europe which derive a significant part of their business from Europe and whose securities are listed or traded on an eligible securities exchange.

Showing fund performance in Jersey View performance globally

Performance

Europe Excluding UK over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.8% -1.3%
2017 13.8% 2.4% 3.2% 2.7% 4.9%
2016 -2.0% -2.9% -7.6% 6.4% 2.7%
2015 15.0% 11.1% -2.4% -2.6% 8.8%
2014 3.0% 10.2% -6.6% -4.5% 4.7%
2013 30.8% 11.9% 2.2% 2.8% 11.2%
2012 8.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  2. France
  3. Guernsey
  4. Ireland
  5. Isle of Man
  6. Italy
  7. Jersey
  8. Singapore
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date16/07/2012
  • Share Class size01Mn
  • Base currencyGBX
  • ISIN GB00B5LJR434

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment10,000

Charges

  • Annual management1.75%
  • Initial investment5.25%

Related News

Long/short star buys his own boutique

European equity specialist Barry Norris assumes full ownership of group, while A-rated colleague takes two funds over to competitor.

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