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Amundi Fds Equity Europe Small Cap - AE (C)

Ranked 50 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Sergio Groppi

Cristina Matti

Cristina Matti was born in Milan, Italy in 1970. Cristina holds an Economics degree specialising in asset and liability management from Luigi Bocconi University in Milan. In 1994, she joined Fondigest where she worked as equity portfolio manager. Two years later, Cristina moved to Pioneer Investments where she is head of European small caps & country strategy and a senior portfolio manager. She uses a stock picking, bottom up investment style on her European small and mid cap equity fund. Outside of work, she enjoys various sports such as tennis, soccer and skiing. In addition, she likes watching movies and listening to music during her spare time.

Objective

The objective of the Sub-Fund is to outperform the reference indicator MSCI Europe Small Cap Index (dividend reinvested), after taking into account charges, over an investment horizon of 5 years, by selecting within the European Union small companies. In order to achieve its objective, the Sub-Fund invests at least 75% of its net assets in shares of companies within the European Union, with a minimum of 67% of the total assets invested in shares of small-sized companies having a market capitalization below 5 billion euros at the time of acquisition.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.5%
2018 -16.4% -3.1% 5.5% -1.6% -17.0%
2017 22.2% 7.6% 6.0% 6.0% 1.0%
2016 7.3% -3.3% -1.5% 12.4% 0.2%
2015 17.0% 12.0% 0.0% -0.9% 5.4%
2014 -5.3% 3.7% -5.4% -6.5% 3.4%
2013 29.6% 11.0% -0.2% 7.2% 9.1%
2012 22.9% 15.7% -7.7% 8.0% 6.6%
2011 -18.3% 2.3% 0.8% -23.8% 3.9%
2010 25.6% 9.9% -11.1% 14.6% 12.3%
2009 23.6% -6.1% 6.9% 22.6% 0.5%
2008 -35.0% -6.6% -2.5% -20.4% -10.3%
2007 1.3% 8.6% 4.5% -6.7% -4.4%
2006 31.4% 18.1% -5.7% 3.8% 13.6%
2005 29.4% 5.3% 4.6% 12.7% 4.3%
2004 16.4% 1.9% 2.2% -0.1% 11.9%
2003 22.4% -11.5% 15.3% 8.5% 10.6%
2002 -16.9% 7.9% -3.6% -21.9% 2.3%
2001 -38.2% -17.8% -8.1% -28.0% 13.6%
2000 13.8% 35.3% -7.3% 2.2% -11.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Valmet Oyj ORD 3.51%
Chr Hansen Holding A/S ORD 3.43%
Cellnex Telecom SA ORD 3.41%
LEG Immobilien AG ORD 3.32%
Rentokil Initial PLC ORD 3.22%
Amplifon SpA ORD 3.21%
Logitech International SA ORD 3.03%
Merlin Properties SOCIMI SA 3.03%
Saab AB ORD 3.00%
FinecoBank Banca Fineco SpA ORD 2.99%
28/02/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Greece
  7. Ireland
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Portugal
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date30/05/2014
  • Share Class size02Mn
  • Base currencyUnits
  • ISIN LU0945155215

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0.001

Charges

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