Metropole Avenir Europe W

Ranked 84 out of 88 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Cédric Héreng

Isabel Levy

Isabel Levy, Managing Director and Chief Investment Officer, founded in 2002 METROPOLE Gestion, one of the first independent European asset management boutiques. Having arrived in 1998 at CCR Actions, a Commerzbank subsidiary, she managed the first range of Value funds in France. She has 26 years of investment experience.

Ingrid Trawinski

Ingrid Trawinski is Co-Chief Investment Officer and partner of METROPOLE Gestion, one of the first independent European asset management boutiques. She joined the company in 2007 as an equity portfolio manager, and has over 16 years of investment experience.

Objective

The fund aims to outperform the benchmark index over a period of 5 years. The investment in equities of the European community is at least 75%, the exposure to European equities meanwhile, will be 60% minimum.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.3%
2018 -22.8% -6.4% 1.8% -3.4% -16.2%
2017 4.3% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date03/04/2017
  • Share Class size11Mn
  • Base currencyUnits
  • ISIN FR0013240702

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1E-05

Charges

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