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Richelieu Equity-Small & Mid Cap Europe R Cap

Ranked 42 out of 85 in - European Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Anne-Catherine Delaye

Based in Brussels, Anne-Catherine Delaye joined Puilaetco Dewaay Private Bankers in January 2016 and has been managing Richelieu equity funds since February 2016. Prior to this she was a senior fund manager at Candriam until December 2015, when she left the company after working there for 10 years. Before joining Candriam she was a senior European equity fund manager at Insight Investment. A CFA, IMC and IIMR holder, she graduated from Hautes Etudes Commerciales and the School of Advanced International Studies at the Johns Hopkins University, Washington DC. Outside of work, Anne-Catherine enjoys bridge, golf and tennis.

Jerome Truyens

Objective

The objective is to provide investors with long-term investment instrument mainly invested in European small and mid-capitalisation shares. This sub-fund mainly invests in European mid-capitalisation shares. The stocks may be selected independently of their place of listing. Within the limits laid down by the Articles and the regulation in force, the sub-fund may invest in an ancillary way or temporarily in money-market instruments, deposits and/or cash.

Showing fund performance in Switzerland View performance globally

Performance

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

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5% 2.4%
2017 30.7% 8.3% 6.0% 11.3% 2.3%
2016 -4.1% 7.9% -2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Switzerland

Fund Info

  • Launch date01/02/2016
  • Share Class size133Mn
  • Base currencyEUR
  • ISIN LU1278911927

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).