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Generali IS European Equity Recovery B Cap EUR

Ranked 48 out of 59 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

François Gobron

François Gobron has been working at Generali Investments Europe since September 2008 as a fund manager. Before then, he was a sell-side equity analyst at CM-CIC Securities, in charge of the semiconductors sector in Europe. Prior to that he was an M&A and buy-side equity analyst on small caps. He also worked as consultant in Business Intelligence. Mr Gobron holds a financial analyst degree (CIIA) and is a graduate engineer (EISTI, France and FIT, USA).

Objective

The objective of the Fund is to provide a long-term capital appreciation, investing in equities listed on South European markets. Focus is given to Countries facing economic recovery driven by financial supranational organizations and/or structural reforms to be enforced in the medium/long-term.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.7%
2018 -14.9% -2.0% 0.7% -0.7% -13.2%
2017 21.2% 9.0% 9.3% 2.4% -0.8%
2016 12.9% -0.2% -5.5% 10.1% 8.7%
2015 6.9% 13.4% -9.2% -2.7% 6.7%
2014 -6.0% -11.4% -11.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Czech Republic
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Slovakia
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date10/01/2014
  • Share Class size158Mn
  • Base currencyEUR
  • ISIN LU0997480107

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.80%

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