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Amundi Fds Equity Euroland Small Cap - AE (C)

Ranked 4 out of 13 in - EuroZone Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Pauline Abadie-Toffier

Patrice Piade

Patrice Piade is currently a portfolio manager at Amundi. Based in Paris, he specialises in European small cap equities. Patrice started his career as a financial analyst at Détroyat Associés in 1997. In 2000 he moved to Exane BNP Paribas and worked as a mid-cap sell side analyst. He holds an Engineering degree from ESIM (Ecole Supérieure d'Ingenieurs de Marseille) and a master in Technology and Innovation Management from Paris Dauphine University. Outside of fund management, Patrice enjoys golf and skiing.

Emmanuel Robinet

Objective

The objective of the Sub-Fund is to seek long-term capital growth through investment of at least 51% in shares of small-sized companies domiciled and listed on a regulated market of Euroland having a market capitalization below 5 billion euros at the time of acquisition and of at least 75% of its Net Assets in shares of companies domiciled and listed on a Regulated Market in the Euroland.

Showing fund performance in Switzerland View performance globally

Performance

EuroZone Small & Medium Companies over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% 0.5%
2017 32.0% 8.2% 7.6% 11.0% 2.2%
2016 -4.4% -6.9% -6.7% 11.3% -1.2%
2015 13.7% 4.4% -0.5% 1.5% 7.8%
2014 0.7% 5.3% -3.2% -3.5% 2.3%
2013 30.4% 6.2% 1.8% 9.9% 9.7%
2012 28.4% 12.7% -4.7% 10.6% 8.1%
2011 -24.1% 4.2% -7.6% -22.4% 1.6%
2010 4.5% 2.3% -14.9% 11.7% 7.5%
2009 42.8% -2.1% 21.5% 21.5% -1.2%
2008 -52.5% -17.6% 1.6% -21.8% -27.4%
2007 -1.5% 7.1% 8.5% -8.4% -7.5%
2006 35.0% 20.7% -7.4% 3.5% 16.7%
2005 34.7% 9.6% 9.4% 12.8% -0.5%
2004 10.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Czech Republic
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Ireland
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Slovenia
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date24/09/2004
  • Share Class size239Mn
  • Base currency
  • ISIN LU0568607203

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0.001

Charges

Related News

Five manager exodus prompts Amundi to shuffle fund roles

French asset management firm announces string of changes following mass departure to rival group.

Amundi bulks up small-cap fund range with new launch

French group launches European equity strategy designed to complement existing suite of dedicated funds, Citywire Global can reveal.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).