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Metzler European Smaller Companies Class B

Ranked 32 out of 86 in - European Small & Medium Companies over 12 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 fund invests at least two-thirds of its assets in Europe in equity and equity related securities. The focus of the fund is on companies with low and medium market capitalization. In addition, the fund can invest in fixed and floating rate corporate and government bonds as well as bonds that have an investment grade rating.

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 9.3%
2018 -14.1% -3.7% 7.5% -0.5% -16.6%
2017 27.4% 10.1% 6.1% 5.9% 2.9%
2016 12.1% -3.1% -0.6% 14.0% 2.1%
2015 27.3% 12.6% 1.3% 1.8% 9.6%
2014 2.2% 7.3% -4.7% -5.5% 5.8%
2013 35.4% 14.4% 0.4% 8.5% 8.6%
2012 20.6% 17.2% -11.1% 8.3% 6.8%
2011 -19.5% 1.5% 1.1% -22.1% 0.7%
2010 27.7% 11.7% -14.7% 17.1% 14.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/10/2009
  • Share Class size188Mn
  • Base currencyEUR
  • ISIN IE00B40ZVV08

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.79%
  • Initial investment5.00%

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