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GAM Multistock - Europe Focus Eq-EUR B

Ranked 9 out of 16 in - Europe over 12 months
All calculations are in LVL unless stated

Managed by

Niall Gallagher

Niall Gallagher began his career in 1995 as an economist at the Bank of England. Three years on, he joined Merrill Lynch to work on the group’s global and European desks. He then joined T Rowe Price in 2007, and in 2009 moved to GAM. Born in Ireland in 1972 Gallagher earned a BA in economics from Manchester Metropolitan University before going on to take a Masters in economics and finance from Warwick University.

Objective

The fund provides exposure to a concentrated equity portfolio of European companies (typically 30 - 35 individual positions). The highly active investment approach revolves around a bottom-up, fundamental research driven as well as valuation-focused, and sometimes contrarian, investment strategy. The fund is suitable for longer-term oriented investors looking to generate unconstrained outperformance of the MSCI Europe (net) index over a rolling 12-month period, by hunting market inefficiencies in European equities through active stock picking.

Showing fund performance in Latvia View performance globally

Performance

Europe over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.2% 1.3%
2016 -3.8% -8.7% -5.2% 7.0% 3.9%
2015 22.7% 24.0% -2.5% -5.3% 7.2%
2014 -5.6% 0.3% -1.4% -3.3% -1.2%
2013 21.7% 4.8% 0.8% 9.1% 5.6%
2012 16.0% 10.0% -4.1% 3.9% 5.8%
2011 -20.2% -2.5% -0.7% -22.0% 5.7%
2010 12.5% 4.6% -9.0% 7.9% 9.5%
2009 31.3% -9.0% 17.7% 19.4% 2.7%
2008 -45.7% -16.5% -1.5% -13.2% -23.9%
2007 2.2% 4.1% 4.5% -2.2% -4.0%
2006 13.9% 8.2% -5.2% 5.2% 5.6%
2005 23.9% 4.4% 5.3% 8.0% 4.4%
2004 10.8% -0.6% 1.3% 1.0% 8.9%
2003 19.6% -10.4% 16.2% -0.7% 15.8%
2002 -28.0% -1.0% -10.1% -23.7% 6.1%
2001 -22.3% -15.8% -1.3% -14.5% 9.2%
2000 -8.4% 1.6% -4.4% -3.9% -1.9%
1999 27.1% 1.3% 2.1% -3.2% 27.0%
1998 27.2% 22.5% 7.9% -16.3% 15.0%
1997 25.7% 8.9% 6.5% 8.7% -0.2%
1996 4.3% 4.3% 10.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2017

Top 10 Holdings

Stock Size
GAM Star European Equity Z EUR Acc 100.02
31/03/2017

Registered For Sale In

  1. Austria
  2. Chile
  3. Denmark
  4. Estonia
  5. France
  6. Germany
  7. Iceland
  8. Italy
  9. Latvia
  10. Liechtenstein
  11. Lithuania
  12. Luxembourg
  13. Netherlands
  14. Peru
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date01/07/1990
  • Share Class size107Mn
  • Base currencyEUR
  • ISIN LU0026740844

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.20%

Related News

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European equity specialist steps down from fund group with A-rated manager taking over on strategy.

Swiss & Global unveils raft of equity fund mergers

Asset management firm set to combine several similar strategies in order to streamline global equity fund range.

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