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Eurizon Fund Equity Small Mid Cap Europe R

Ranked 24 out of 35 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Marco Mossetti

Marco Mossetti holds more than 15 years experience in the asset management industry and a portfolio manager and is co-head of European & US Equity research at Eurizon Capital since 2013. The equity research team performs fundamental analysis on European and US stocks. He joined the firm in 2003 as US equity fund manager. Marco started his career in 1997 as a junior US equity fund manager at Ersel Giubergia. After that, he joined Sanpaolo Asset Management in 1999 where he was a global technology analyst. He gained a degree in economics and business administration from the University of Economy and Commerce in Turin and is a Chartered Financial Analyst and a Chartered Alternative Investment Analyst. Outside of fund management he enjoys skiing and biking.

Paolo Vassalli

Objective

The Subfund's net assets will be mainly invested in shares, bonds convertible into shares or any other security connected with shares of small- and medium-sized issuers located in a European country or listed on a securities exchange of a European country or traded on another regulated market of a European country. The remaining net assets may be invested in bonds or any other similar debt instrument. Furthermore the Subfund may hold money market instruments and cash.

Showing fund performance in Portugal View performance globally

Performance

European Small & Medium Companies over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4% 3.8%
2017 12.9% 6.2% 1.5% 4.7% 0.1%
2016 -3.6% -9.1% -5.3% 7.8% 3.9%
2015 14.3% 17.2% -0.3% -8.3% 6.7%
2014 3.2% 5.4% -1.6% -3.6% 3.2%
2013 23.3% 5.2% -2.7% 11.3% 8.2%
2012 20.4% 12.4% -4.8% 7.5% 4.6%
2011 -18.9% -0.3% -1.1% -20.8% 3.9%
2010 22.9% 8.5% -7.2% 9.0% 11.9%
2009 50.2% -6.0% 26.2% 22.8% 3.1%
2008 -50.6% -13.8% -5.2% -14.3% -29.5%
2007 -6.5% 5.6% 3.4% -7.3% -7.6%
2006 30.8% 13.5% -4.1% 6.6% 12.6%
2005 29.1% 6.7% 5.5% 9.3% 4.9%
2004 18.3% 7.4% 2.7% -0.5% 7.7%
2003 23.9% -11.8% 18.7% 8.7% 8.8%
2002 -25.6% 8.0% -12.2% -22.0% 0.6%
2001 -18.5% -9.0% 2.4% -22.6% 13.1%
2000 -13.3% 19.2% -19.3% 4.5% -13.8%
1999 60.7% 15.0% 6.3% 1.7% 29.3%
1998 2.8% 19.4% 3.6% -18.6% 2.0%
1997 30.9% 8.9% 9.5% 8.0% 1.6%
1996 22.0% 6.1% 6.9% -0.7% 8.5%
1995 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. France
  3. Hungary
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Portugal
  8. Singapore
  9. Slovakia
  10. Spain
  11. Taiwan

Fund Info

  • Launch date10/06/1994
  • Share Class size35Mn
  • Base currencyEUR
  • ISIN LU0012157102

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management1.80%

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