FP Shenkman High Yield Europe Plus
Latest (Mid) Price:
EUR 95.41
Day Change:
-0.68%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 2.06 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 1,259,400.00 | Launch Date | 23/06/1999 | Standard Initial Charge (%) | 2.00 |
|---|---|---|---|---|---|
| Currency | EUR | ISA Eligible | No | Annual Management Charge (%) | 1.50 |
| Sector | IMA UK Equity Income | Min Investment (£) | 250,000.00 | Total Expense Ratio (%) | 2.06 |
| ISIN | GB0007369076 | Min Topup (£) | 50,000.00 | Ongoing Charge (%) | 2.0600 (on 31/05/2017) |
Fund Objective
The Fund’s investment objective is to achieve primarily a high level of income and in addition capital appreciation through investment in a broad range of securities, including those listed on the eligible markets as listed in Appendix 1 and such securities that are not “approved securities” to the extent permitted by the FCA Rules.
Fund Managers
Curt Schibli
Curt Schibli is responsible for European and Global high yield portfolios. Mr. Schibli has managed, since inception, the Brookfield High Yield Europe Plus Fund. He oversees the firm’s European high yield investment strategy and co-manages the Brookfield Global High Yield Fund. He has 26 years of finance and investment experience in Continental Europe, UK and US to his role. Mr. Schibli received a Bachelor of Arts degree in International Relations from Boston University and holds the Chartered Financial Analyst designation.
Jonathan Goble
Mr. Goble is Head of Research for the European High Yield team. He brings 29 years of investment analysis and research experience to his role. In previous roles, Mr. Goble was an "Extel" ranked sell-side equity analyst. He holds a Bachelor of Science (Hons) in Engineering Science from the University of Exeter.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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