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Echiquier Entrepreneurs Small Cap Europe A EUR

Ranked 40 out of 79 in - European Small & Medium Companies over 3 months
All calculations are in CHF unless stated

Managed by

José Berros

Jose Berros was born in Casablanca, Morocco. He studied in France at the Université des Sciences Economiques where he graduated with an MA in finance. He started at Ernst & Young as an auditor, and then moved to Banque du Louvre (HSBC) where he managed a private equity venture fund. In 2005 he joined Financière de l’Echiquier and took charge of the Echiquier Neteor (merged with Echiquier Junior in November 2008) and 123 Convictions. Outside of fund management he likes to unwind by playing tennis and listening to music.

Stéphanie Bobtcheff

Stéphanie Bobtcheff holds a degree from Sciences Po Paris as well as from Bocconi University in Milan and the Centre de Formation à l’Analyse Financière. She has over 18 years of experience in the finance industry. She joined Financière de l’Echiquier in September 2013 as a fund manager in the “valeurs moyennes” team. Prior to this, Stéphanie worked as a fund manager at Indosuez Asset Management, Crédit Agricole Asset Management, Oddo Asset Management and spent six years in Geneva at Pascal Investment Advisers.

Guillaume Puech

Objective

The Sub-Fund invests at least 85% of its assets in the units of the Master Fund "Echiquier Entrepreneurs", as defined in the prospectus of the Master Fund, i.e. capitalization units. The up to 15% residual assets of the Sub-Fund are invested in ancillary liquid assets only as may be required from time to time for dealing liquidity purposes and payment of costs and expenses of the Sub-Fund. The Master Fund is a dynamic UCITS seeking long-term perfor-mance through the exposure to European equities of small and micro capitalisation.

Showing fund performance in Switzerland View performance globally

Performance

European Small & Medium Companies over : 30/06/2017 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.1% 11.0% 9.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Switzerland

Fund Info

  • Launch date27/10/2016
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU1499193503

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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