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OYSTER European Mid & Small Cap N EUR PR

Ranked 28 out of 35 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Claire Shaw

Claire Shaw joined Syz Group in 2014 having worked at Franklin Templeton Investments based in Edinburgh since 2008. Claire graduated from the University of Aberdeen and the University of Edinburgh where she studied Geography. Outside of work she enjoys playing golf.

Objective

The fund's objective is to generate capital gains mainly by investing in shares of European companies. At least two thirds of the fund will be invested in companies with a market value of less than EUR 5 billion.

Showing fund performance in Portugal View performance globally

Performance

European Small & Medium Companies over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9%
2017 12.7% 8.1% -0.5% 5.2% -0.4%
2016 2.7% -3.7% -3.0% 4.8% 4.8%
2015 23.5% 21.9% 1.1% -6.4% 7.0%
2014 -6.1% 3.3% -1.6% -7.7% 0.2%
2013 31.5% 8.0% -0.4% 12.1% 9.1%
2012 22.9% 18.1% -10.4% 10.8% 4.8%
2011 -21.8% -2.1% 0.5% -21.1% 0.8%
2010 31.9% 6.3% -1.6% 8.4% 16.4%
2009 62.7% -0.2% 28.5% 22.7% 3.4%
2008 -61.8% -18.4% -6.4% -22.8% -35.2%
2007 6.3% 6.8% 12.0% -5.9% -5.6%
2006 4.6% 12.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Portugal
  9. Singapore
  10. Spain
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date10/04/2006
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU0178554761

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management2.25%

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