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

Classé 31 sur 38 en - Europe excepté le Royaume-Uni sur 12 mois
All calculations are in EUR unless stated

Géré par

Trevor Fitzgerald

Trevor Fitzgerald, is a portfolio manager and analyst in the European equity research and portfolio management team at Mirabaud Asset Management. He manages the Mirabaud Equities European Small and Mid Cap products and has experience in the asset management industry dating back to 2000. Prior to joining Mirabaud Asset Management in 2015, Fitzgerald worked at Credit Suisse in pan-Euro equity small & mid cap sales which he joined in 2008. He previously spent four years at Numis Securities and worked at Seymour Pierce and Altium Capital, where he started his career. Fitzgerald hold a first-class degree in economics from the University of Sydney.

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 : 31/10/2017 - 31/10/2018

Rendement total

Performance trimestrielle

au 30/09/2018 Annuel T1 T2 T3 T4
2018 -0,7% 2,9% -4,3%
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 class24Mn
  • Devise de baseEUR
  • Code ISIN LU1308313201

Information pour achat

  • Minimum investissement de départ1
  • Montant minimum de versements périodiques0

Frais

  • Gestion annuelle1,50%
  • Investissement de départ0,00%

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