Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Mandarine Europe Microcap R Cap

Ranked 58 out of 88 in - European Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Sébastien Lagarde

Sébastien Lagarde was born in Bar-le-duc, France in 1972. He attended the Ecole-Polytechnique in 1992 and in 1995 he attended the Ecole Nationale de la Statistique et de l'Administration Economique where he studied Maths and Finance. Sébastien started his career as a quantitative analyst at CPR Asset Management in 1997 and later fulfilled the same role at AXA IM between 1999 and 2002. He then became a portfolio manager at AXA IM before moving to Mandarine Gestion in June 2015. Outside of fund management, Sébastien enjoys backgammon, music, the cinema and theatre, running and cycling.

Objective

The objective of the discretionary managed fund is to achieve over the recommended investment horizon of 5 years, a long-term growth greater than that of its benchmark, the MSCI Europe Micro Cap (dividends reinvested). However, the Fund is not intended to reproduce one way or another the performance of this index. The Financial Manager will seek to achieve the Fund's objectives by investing in micro, small and medium companies located or listed in the European Economic Area.

Showing fund performance in Switzerland View performance globally

Performance

European Small & Medium Companies over : 31/10/2017 - 31/10/2018
  • Rank 58/88 Total Return
  • Rank 76/88 Standard Deviation
  • Rank 73/88 Max Drawdown
Fund Name Currency Return
56 LO Funds - Contl Europe Sm & Md Leaders EUR PD CHF

-12.2%

57 Quaero Capital Funds (Lux) - Argonaut A CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-12.2%

58 Mandarine Europe Microcap R Cap CHF

-12.7%

59 Pictet-Small Cap Europe-P EUR CHF

-12.8%

60 UniEuropa Mid&Small Caps CHF

-12.9%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% 1.3% -3.9%
2017 30.9% 8.1% 7.5% 8.0% 4.4%
2016 5.9% -7.4% -3.2% 13.7% 3.9%
2015 21.0% 1.3% 2.3% 4.4% 11.9%
2014 6.5% 5.7% -2.6% -2.1% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Luxembourg
  6. Switzerland

Fund Info

  • Launch date25/08/2016
  • Share Class size84Mn
  • Base currencyEUR
  • ISIN LU1303940784

Purchase Info

  • Min. initial investment50
  • 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).