TM CRUX European Special Situations Fund I Income GBP

Name
TM CRUX European Special Situations Fund I Income GBP
Manager
Thesis Unit Trust Management Limited
Type
Open Ended Investment Company
ISIN
GB00BTJRPZ43
Sector
Europe Excluding UK
Launched
01/10/2009
OCF
0.87 %
Risk Rating
3
3 Year Sharpe
0.43
3 Year Alpha
-1.91
Yield
0.4 %
Benchmark
FTSE World Eur Ex UK TR GBP
The fund aims to achieve long term capital growth by investing in European (excluding the UK) equities of companies in special situations. The fund invests into a relatively small number of assets, or into individual countries or a specific market sector. Such concentrated portfolios give rise to more risk than where investments are spread across a larger number of assets, countries or market sectors.
Holding %
Aroundtown SA 4.24 %
Novartis AG 3.68 %
Brenntag AG 3.51 %
Kuehne + Nagel International AG 3.46 %
Bureau Veritas SA 3.12 %
SPIE SA 2.95 %
ISS A/S 2.83 %
KONE Oyj Class B 2.77 %
Bayer AG 2.64 %
Wolters Kluwer NV 2.48 %
Region %
Eurozone 61.42 %
Europe - ex Euro 28.67 %
Sector %
Industrials 34.82 %
Financial Services 14.89 %
Healthcare 11.72 %
Consumer Cyclical 8.56 %
Basic materials 8.45 %
Technology 7.76 %
Real Estate 5.37 %
Name
Thesis Unit Trust Management Limited
Address
Chichester, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

James Milne
Joined 06/08/2015

James worked at Henderson Global Investors as a European equities fund manager from April 2009 until he joined CRUX in June 2015 with the successful merger of the Henderson European Special Situations Fund and the CRUX European Special Situations Fund. James previously worked at New Star Asset Management, which he joined in July 2006. James began his career in 2002 at KPMG in London where he qualified as a chartered accountant before moving into corporate finance. He graduated from Magdalen College, Oxford with a double first class degree in Engineering Science.

Richard Pease
Joined 10/01/2009

Richard has over three decades of experience in the industry, which started at the Central Board of Finance for the Church of England where he ran two funds. After a short period at Windsor Investment Management, where he set up and ran the European Unit Trust, he began his long association with John Duffield in 1989 when he joined Jupiter Asset Management and in 2001, he helped John Duffield set up New Star Asset Management. On Henderson Global Investor’s acquisition of New Star in April 2009, Richard became a Director of European Equities. He has run some of the best performing European unit trusts and has managed the CRUX European Special Situations Fund since launch in October 2009.

Data provided by Morningstar.

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