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Argos Funds Family Enterprise D EUR Cap

Ranked 3 out of 78 in - European Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Marc Saint John Webb

Marc Saint John Webb has 20 years’ experience of investing in European equities, starting out as a stockbroker for Warburg Securities in Paris in 1987. He subsequently worked as a research analyst for Schelcher Prince before moving on to small cap stockpicking at Oddo. In 1997, he joined CCF Elysées Bourse as Head of the Small Caps division, where he developed a new research product specifically for smaller companies. In 2001, he co-founded Ixis-Rothschild Midcaps, a joint venture specialising in corporate brokerage and research on French mid-sized companies. He joined Argos Managers in 2006 as co-manager of The Argonaut Fund and launched The Family Enterprise Fund in 2007. Born in 1965, Marc studied at Aston Business School in England, Madrid Complutense in Spain and INSEAD in France. He holds the diploma of the SFAF (French analysts’ association).

Objective

The fund is to invest directly in shares quoted on European stock exchanges, applying a bottom-up stock-picking approach targeting family companies, which are healthy growing and considered to be attractively valued. It may also invest, on an ancillary basis, in other funds as well as in transferable securities. Moreover it may use various hedging techniques. No less than 75% of the assets may be invested in the shares of European companies.

Showing fund performance in Switzerland View performance globally

Performance

European Small & Medium Companies over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 11.8% 9.2%
2016 12.1% 0.1% -2.8% 9.0% 5.8%
2015 8.2% 2.7% 0.3% -1.0% 6.1%
2014 0.8% 8.5% 2.7% -8.0% -1.7%
2013 37.7% 12.2% 1.2% 9.4% 11.0%
2012 -3.0% 9.9% -12.0% 3.3% -3.0%
2011 -0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date08/08/2011
  • Share Class size08Mn
  • Base currencyEUR
  • ISIN LU0661743103

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Initial investment0

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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).