UBAM Europe Small Cap Equity AC EUR

Ranked 65 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Charlie Anniss

Born in 1977, Charles Anniss graduated from Bristol University where he studied French and Spanish. He has developed his career at M&G since 2000 where he started as an analyst and is now a fund manager. His investment style is based on growth and he defines the best environment for his strategy as stable economic conditions with low stock correlations. Charles is a CFA-Charterholder. Away from fund management he enjoys tennis, skiing and music.

Objective

This sub-fund invests at least 75% of its net assets in equities issued by companies having their registered office in the European Union and/or in the European Economic Area (excluding Liechtenstein) and, up to 25%, in warrants on transferable securities, convertible bonds or bonds with warrants on transferable securities, bonds and other debt securities and money market instruments. This sub-fund is primarily selecting stocks of companies which constitute the bottom third in terms of the market capitalisation of all publicly listed equity in the above-mentioned area.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.3%
2018 -20.3% -3.5% 5.3% -3.2% -18.9%
2017 26.0% 8.5% 6.7% 5.3% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Luxembourg
  7. Singapore
  8. Spain
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date16/12/2016
  • Share Class size35Mn
  • Base currencyEUR
  • ISIN LU1509917735

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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