Stuart Mitchell

AAA
22 Years of experience

Professional background

Founded SWMC in 2005. Director and Head of Specialist Equities, J O Hambro. Fund Manager, Grenfell Asset Management.

Educational background

Graduate of the Owner/President Management programme, Harvard Business School. Degree in Medieval History, University of St. Andrews.

Performance

8.13%

Manager Annualised Return Since Inception

4.55%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

8.13%
4.55%
3.58%

10Y

7.37%
7.72%
-0.35%

5Y

10.99%
8.91%
2.08%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

SWMC European Fund
Value investing using fundamental analysis
Benchmark
MSCI Europe, Net
Class
Class B
ISIN
IE00B4LH9995
AUM
£ 146,340,000
Ongoing Charges
1.51%