Mandarine Unique Small&Mid Caps Europe B3 GBP

Ranked 25 out of 76 in - European Small & Medium Companies over 36 months
All calculations are in GBP unless stated

Managed by

Diane Bruno

Paris-born Diane Bruno manages the Mandarine Unique fund which invests in European small and mid caps. She invests in her own strategies, describing her investment style as growth (defensive/cyclical) with momentum. Any market environment is good to implement her strategy except for sudden sector rotations. Prior to joining Mandarine Gestion in 2006, she held buy-side and sell-side analyst roles at Axa IM and Natexis Bleichroeder respectively. Diane studied financial engineering at ESCP Europe in Paris and her interests outside of work include modern art and the theatre.

Objective

The aim of the Sub-Fund is to provide investors with long-term capital growth arising from a diversified portfolio whose transferable securities are actively managed and to achieve a performance higher than that of the benchmark index DJ Stoxx Small 200 NR EUR. The Sub-fund shall invest at least 75% of its net assets in shares of companies which have their registered offices located within the European Economic Area. The Sub-fund shall invest: mainly in small and mid caps; - within a limit of 15% of its total assets, in shares of companies qualifying as large caps .

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/05/2016 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.5%
2018 -14.4% -2.5% 4.7% 1.2% -17.2%
2017 27.0% 8.7% 6.4% 6.8% 3.0%
2016 10.1% 1.3% -0.1% 11.7% -2.6%
2015 22.0% 9.0% 1.0% 0.2% 10.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date21/11/2014
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU1133337151

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.95%
  • 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).