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Mirabaud - Eqs Europe ex UK Sm and Md D GBP C

Ranked 79 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Trevor Fitzgerald

Trevor Fitzgerald, is a portfolio manager and analyst in the European equity research and portfolio management team at Mirabaud Asset Management. He manages the Mirabaud Equities European Small and Mid Cap products and has experience in the asset management industry dating back to 2000. Prior to joining Mirabaud Asset Management in 2015, Fitzgerald worked at Credit Suisse in pan-Euro equity small & mid cap sales which he joined in 2008. He previously spent four years at Numis Securities and worked at Seymour Pierce and Altium Capital, where he started his career. Fitzgerald hold a first-class degree in economics from the University of Sydney.

Hywel Franklin

Hywel Franklin is head of European equities at Mirabaud Asset Management. He is responsible for managing the Mirabaud Equities European Small and Mid Cap products. Prior to joining Mirabaud, Franklin was a senior portfolio manager at UBS and held a number of roles including head of global smaller companies, portfolio manager/analyst for global equities, and head of thematic equities. He holds an MA degree in French and German from the University of Oxford and is a CFA charterholder.

Objective

The Sub-Fund will primarily invest, directly or indirectly in equities and equity-type transferable securities of small and medium-sized companies that have at the time of their purchase a market capitalisation which is below EUR 15 billion and either have their registered office in Europe ex-UK, or carry out the majority of their activities in Europe ex-UK or generate the majority of their revenue from Europe ex-UK or are listed on a European ex-UK Regulated Market. These companies may include European emerging markets companies, including Russian companies.

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 5.4%
2018 -19.5% -1.7% 4.0% -3.4% -18.4%
2017 24.4% 4.8% 8.2% 6.8% 2.8%
2016 19.4% 2.4% 3.5% 13.6% -0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date16/11/2015
  • Share Class size00Mn
  • Base currencyUnits
  • ISIN LU1308314605

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.75%

Related News

Mirabaud AM's Europe star Nicholson to retire

Mirabaud Asset Management’s specialist European small and mid cap fund manager Ken Nicholson is to retire later this year.

Swiss private bank hires raft of big hitters for UK push

Mirabaud has made four new senior hires in its fledgling UK wealth business.

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