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CS (Lux) Small and Mid Cap Europe Eq Fd B EUR

Ranked 1 out of 35 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Jan Berg

Jan Berg received a postgraduate degree from the University of Saarbrücken in Germany. He started his career at Dresdner Kleinwort where he held a position in equity syndication and equity capital markets. After four years with the company he joined Deutsche Bank where he worked in institutional equities focusing on small/mid cap investors, especially mutual and insurance groups. Jan joined Credit Suisse in 2006 where he works in the small and mid cap team and manages the Credit Suisse Equity Samll&Mid Cap Europe Fund. Jan is a Chartered European Financial Analyst (CEFA).

Objective

This Equity Fund is actively managed aiming to outperform the return of the MSCI Europe Small Cap (NR) benchmark. The portfolio and the performance of the Fund can deviate from the benchmark. The Fund invests mainly in equities and equity-type securities. Investments in equities and equity-type securities of small and medium sized issuers domiciled in the European Region will account for a larger proportion than investments in equities and equity-type securities of other issuers.

Showing fund performance in Portugal View performance globally

Performance

European Small & Medium Companies over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2% 5.8% 3.9%
2017 17.8% 4.9% 2.7% 5.2% 4.1%
2016 2.2% -7.8% -2.0% 9.5% 3.3%
2015 20.1% 20.0% 1.8% -5.6% 4.2%
2014 9.6% 11.8% -2.2% -3.6% 3.9%
2013 30.4% 5.8% 1.7% 11.6% 8.6%
2012 19.0% 12.8% -6.1% 6.6% 5.4%
2011 -18.7% -4.6% 0.0% -20.1% 6.7%
2010 35.6% 10.6% -5.3% 11.6% 16.1%
2009 43.1% -6.2% 22.7% 22.0% 1.9%
2008 -46.5% -11.6% 0.7% -20.5% -24.4%
2007 -1.2% 5.2% 5.1% -5.2% -5.7%
2006 16.6% 12.0% -8.5% 2.8% 10.8%
2005 33.2% 11.1% 7.0% 12.7% -0.6%
2004 23.6% 8.8% 2.7% -1.8% 12.6%
2003 45.2% -9.0% 25.0% 11.4% 14.6%
2002 -42.7% -3.5% -19.5% -27.8% 2.1%
2001 -48.0% -18.9% -9.1% -35.4% 9.0%
2000 2.6% 43.6% -11.6% 5.3% -23.3%
1999 85.5% 4.8% 12.8% 0.4% 56.3%
1998 -1.7% 24.9% 6.1% -30.2% 6.2%
1997 33.8% 21.3% 6.9% 7.0% -3.6%
1996 41.9% 8.6% 8.6% 2.0% 18.0%
1995 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Czech Republic
  4. Finland
  5. France
  6. Germany
  7. Gibraltar
  8. Greece
  9. Hungary
  10. Italy
  11. Liechtenstein
  12. Luxembourg
  13. Netherlands
  14. Norway
  15. Peru
  16. Portugal
  17. Spain
  18. Sweden
  19. Switzerland

Fund Info

  • Launch date28/01/1994
  • Share Class size72Mn
  • Base currencyEUR
  • ISIN LU0048365026

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment0.00%

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