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To achieve capital growth in the medium / long term through investment in the equities of banks, insurance companies and other financial shares in Europe, including the UK.
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Fund performance is shown relative to the Datastream European Financials Index (€)
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John Yakas has over 20 years experience in the banking and financial services analysis industry with extensive exposure to analysing banking sectors in Europe and Asia, and a particular bias to emerging markets. The Manager’s approach is primarily a bottom-up investment style based on regular meetings with managements over many years and in depth financial analysis and a rigorous valuation methodology. The latter ensures a bias to quality names and core holdings which are kept for the longer term. Research and analysis is primarily undertaken in-house and by use of a small number of specialist research providers. The focus remains on banking although recent years have seen a broadening out of the portfolio to include insurance companies and asset managers.
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| Launch Date |
11 March 1993 |
| Fund Status |
OEIC |
| Domicile |
Ireland |
| Minimum Investment |
€1,000 |
| Annual Management Charge |
1.00% |
| Initial Charge |
3.5% |
| Performance Fee |
10% above risk free rate (1% cap) |
| Dividend (2009) |
€0.43 per share |
| Dealing |
4pm Daily - Forward Dealing |
| Dealing Number |
+353 1612 6485 |
| Dealing Fax |
+ 353 1512 5374 |
| Bloomberg |
EUROFIN ID |
| Sedol |
0059897 |
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HIM Capital Limited
10 Eastcheap
London
EC3M 1HF |
Tel:
+ 44 (0)20 7929 5005
Fax:
+ 44 (0)20 7933 9139 |
| Email: info@himcapital.co.uk |
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