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Amundi Fds Equity Euroland Small Cap - AE (C)

Ranked 10 out of 13 in - EuroZone Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Caroline Gauthier

Caroline Gauthier is currently co-Head of European small & mid cap equities and portfolio manager at Amundi. Caroline started as a sell side analyst on small & mid cap equities at ING in 1997. She joined Amundi in 2000 and served as a buy side analyst on European small & mid cap equities, and in 2007 was promoted to portfolio manager and started managing European small & mid cap funds. She holds an MSc in Finance from the University of Paris-Dauphine and is a member of SFAF (Société Française des Analystes Financiers).

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 : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.2% 7.6%
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

Asset Allocation

Breakdown

30/04/2017

Top 10 Holdings

Stock Size
Teleperformance SE ORD 2.93
Wirecard AG ORD 2.62
Rheinmetall AG ORD 2.47
Kingspan Group PLC ORD 2.27
Amundi 3 M I - C 2.20
FinecoBank Banca Fineco SpA ORD 2.08
Moncler SpA ORD 1.98
ASR Nederland NV ORD 1.96
Outotec Oyj ORD 1.95
STADA Arzneimittel AG ORD 1.93
30/04/2017

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 size233Mn
  • Base currencyEUR
  • ISIN LU0568607203

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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