Performance of fund vs sector and index under manager
Fund
FACT BOX
MANAGER : Marc Schartz / LAUNCHED : 20 / 07 / 2001 / FUND SIZE : £ 773m / OCF : 0.86 %
CROWN RATING
As a result , Schartz said his fund is suitable for people who don ’ t know if growth or value will outperform from here . “ I also don ’ t know ,” he added . In terms of his positioning , Schartz ’ s largest exposure is to industrials , followed by pharmaceuticals and biotechnology . He has a bias to mid caps , with 40 to 50 % of assets in companies smaller than € 20bn . Schartz has headed up Janus Henderson European Growth since December 2017 . While the fund beat its IA Europe ex UK sector and FTSE World Europe ex UK benchmark in 2022 , it has underperformed both measures in every other calendar year under the manager .
Performance of fund vs sector and index under manager
Janus Henderson European Growth ( 33.8 %)
FTSE World Europe ex UK ( 44.5 %)
IA Europe ex UK ( 34.9 %)
50 % |
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40 % |
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30 % |
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20 % |
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10 % |
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0 % |
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-10 % |
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-20 % |
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Dec17 |
Jun18 |
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Jun19 |
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Jun20 |
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Jun21 |
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Jun22 |
Dec |
Source : FE Analytics
Issue 95 - May 2023 / 45 /