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

Mirabaud - Equities Pan Europe Small & Mid A EUR C

Ranked 2 out of 35 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Trevor Fitzgerald

Kenneth Nicholson

Ken Nicholson is the lead portfolio manager for the Mirabaud Equities European Small and Mid products. Ken previously spent 15 years at Standard Life Investments where his main responsibility was as Portfolio Manager for the European Smaller Companies Fund, developing this over seven years into a €500m product. Earlier at the same firm he was lead-manager for UK Small Cap portfolios for institutional clients. Before this he held a number of senior sales and marketing roles for fund management firms including Head of European Marketing at Franklin Templeton. Ken is a CFA Charterholder and holds an MA (Hons) in Economic & Politics and a Postgraduate Degree in Accountancy from the University of Aberdeen.

Objective

The Sub-Fund will primarily invest, directly or indirectly (for example through derivatives, structured products or investment funds) in equities and equity-type transferable securities (such as ADR and GDRs) of small and medium-sized companies that have at the time of their purchase a market cap which is below EUR 15 billion and either have their registered office in Europe, or carrying out the majority of their activities in Europe or generating the majority of their revenue from Europe or listed on a European Regulated Market. These companies may include European emerging markets companies, including Russian companies.

Showing fund performance in Portugal View performance globally

Performance

European Small & Medium Companies over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1% 7.0%
2017 19.7% 4.3% 4.0% 6.9% 3.2%
2016 0.1% -6.9% -3.5% 10.3% 0.9%
2015 14.8% -3.0% -7.0%
2014 6.1% -1.2% 3.9% 1.9% 1.5%
2013 18.3% 9.6% -3.3% 6.9% 4.4%
2012 14.4% 10.1% -6.0% 7.7% 2.6%
2011 -16.2% -1.1% -0.4% -19.5% 5.6%
2010 9.8% 1.0% -3.6% 5.3% 7.2%
2009 30.9% -6.1% 12.5% 17.2% 5.7%
2008 -37.3% -14.1% -7.1% -11.3% -11.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. Italy
  5. Luxembourg
  6. Portugal
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date02/11/2015
  • Share Class size55Mn
  • Base currency
  • ISIN LU0334003224

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0.00%

Related News

Mirabaud AM's Euro small-cap veteran to retire

Manager brought across from SLI set to step down by year end.

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