Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Metzler European Small And Micro Cap BN (GBP)

Ranked 82 out of 91 in - European Small & Medium Companies over 3 months
All calculations are in GBP unless stated

Managed by

Lorenzo Carcano

Lorenzo Carcano was born in 1971 in Como, Italy. He attended the Luigi Bocconi University in Milan, where he obtained an MSc in Business Administration. Lorenzo has been a Chartered Financial Analyst since 2001. He started his career with B. Metzler seel. Sohn & Co. KGaA in 1996 and has been at Metzler Investment since 1998. He currently manages the Metzler European Smaller Companies fund where he describes his investment style as growth at a reasonable price. Lorenzo has completed the DUKE Goethe Executive MBA program successfully in 2009. Outside of fund management, he lists golf, music, walking and piano as his interests.

Stefan Meyer

Stefan Meyer, born in 1975, joined Metzler as a Senior Equity Portfolio Manager in 2006. He is a member of the Equity Strategy Team and focuses on European small- and mid-cap companies. He is responsible for managing the European small- and micro-cap product. From 2000 to 2006, he worked at Sal. Oppenheim in Cologne, Germany, where he focused on managing European small and mid caps. Mr. Meyer holds a degree in international business administration from the International Business School in Bad Homburg, Germany. Furthermore, he received a Bachelor of Science in 1999 from Florida Atlantic University in a dual degree program.

Objective

The focus of the European Small and Micro Cap Metzler is primarily on European equities, selected small and very small companies, as measured by their market capitalization. The fund will invest primarily in companies with a market capitalization of up to one billion euros, but primarily below 500 million euros. The Fund invests in euro and foreign currency.

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. Luxembourg
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date15/10/2018
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN IE00BGJWXV08

Purchase Info

  • Min. initial investment500,000

Charges

  • Annual management1.10%
  • 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).