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Mirabaud - Eqs Europe ex UK Sm and Md Cap A EUR C

Classé 3 sur 37 en - Europe excepté le Royaume-Uni sur 12 mois
All calculations are in EUR unless stated

Géré par

Kenneth Nicholson

Ken Nicholson is the lead portfolio manager for the Mirabaud Equities European Small and Mid products. Ken previously spent 15 years at Standard Life Investments where his main responsibility was as Portfolio Manager for the European Smaller Companies Fund, developing this over seven years into a €500m product. Earlier at the same firm he was lead-manager for UK Small Cap portfolios for institutional clients. Before this he held a number of senior sales and marketing roles for fund management firms including Head of European Marketing at Franklin Templeton. Ken is a CFA Charterholder and holds an MA (Hons) in Economic & Politics and a Postgraduate Degree in Accountancy from the University of Aberdeen.

Objectif

The Sub-Fund will primarily invest, directly or indirectly in equities and equity-type transferable securities of small and medium-sized companies that have at the time of their purchase a market capitalisation which is below EUR 15 billion and either have their registered office in Europe ex-UK, or carry out the majority of their activities in Europe ex-UK or generate the majority of their revenue from Europe ex-UK or are listed on a European ex-UK Regulated Market. These companies may include European emerging markets companies, including Russian companies.

Performance

Europe excepté le Royaume-Uni sur : 31/03/2017 - 31/03/2018

Rendement total

Performance trimestrielle

au 31/03/2018 Annuel T1 T2 T3 T4
2018 -0,7%
2017 18,7% 4,4% 5,2% 6,2% 1,9%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. France
  2. Allemagne
  3. Irlande
  4. Italie
  5. Luxembourg
  6. Portugal
  7. Espagne
  8. Suisse
  9. Royaume-Uni

Information sur le fonds

  • Date de lancement21/10/2016
  • Taille de la share class30Mn
  • Devise de baseEUR
  • Code ISIN LU1308313201

Information pour achat

  • Minimum investissement de départ1
  • Montant minimum de versements périodiques0

Frais

  • Gestion annuelle1,50%
  • Investissement de départ0

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).