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Mirabaud - Equities Pan Europe Small & Mid A EUR C

Ranked 71 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.

Objective

The Sub-Fund will primarily invest, directly or indirectly (for example through derivatives, structured products or investment funds) in equities and equity-type transferable securities (such as ADR and GDRs) of small and medium-sized companies that have at the time of their purchase a market cap which is below EUR 15 billion and either have their registered office in Europe, or carrying out the majority of their activities in Europe or generating the majority of their revenue from Europe or listed on a European 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 : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -19.9% -2.3% 7.9% -2.6% -22.0%
2017 24.5% 4.5% 6.8% 7.3% 4.0%
2016 15.9% 0.2% 1.2% 14.9% -0.5%
2015 7.0%
2014 -1.0% -1.8% 0.6% -0.9% 1.1%
2013 21.4% 14.3% -2.0% 4.2% 3.9%
2012 11.1% 9.9% -8.7% 6.0% 4.4%
2011 -18.3% 2.2% 1.6% -23.3% 2.4%
2010 5.9% 1.4% -11.6% 11.4% 6.0%
2009 20.3% -10.0% 3.4% 25.8% 2.8%
2008 -17.4% -6.8% -7.7% -11.7% 8.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Ireland
  4. Italy
  5. Luxembourg
  6. Portugal
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date02/11/2015
  • Share Class size30Mn
  • Base currencyUnits
  • ISIN LU0334003224

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0.00%

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.

Mirabaud’s Nicholson vows to be ‘more than just a rounding error’

Recently returned small cap star will manage two funds for Mirabaud.

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