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

Ostrum Europe Smaller Companies Fund I/A (EUR)

Ranked 36 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Thierry Cuypers

Thierry Cuypers was born in the Paris suburb of Enghien-les-Bains in 1961. He studied at the ISG business school and is a member of the French Society of Financial Analysts. Thierry began his career as a financial controller at BASF group before moving to CDC Group as a fund accountant. He transferred within the group to TGF International as an assistant and then into asset management with CDC Gestion, which subsequently became IXIS and then Natixis. He currently manages a range of small-cap equity funds and adopts a ‘growth at a reasonable price’ investment strategy without the use of derivatives. The strategy performs best in rising markets. Thierry’s interests outside work are skiing, music and mountain biking.

Objective

The investment objective of the fund is long term growth of capital. The Fund invests primarily in smaller European companies. The Fund invests at least two-thirds of its total assets in equity securities of smaller European companies, defined as companies having a market capitalization between EUR 300 million and EUR 8 billion and having their registered office or principal operations in Europe.

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 -14.6% -2.8% 5.6% 1.6% -18.1%
2017 25.0% 7.5% 6.8% 5.8% 2.9%
2016 8.1% -0.5% -1.3% 11.9% -1.6%
2015 20.7% 10.6% 1.1% -2.0% 10.1%
2014 3.9% 4.8% -3.1% -4.5% 7.2%
2013 32.0% 12.8% -0.8% 6.6% 10.7%
2012 24.8% 17.2% -7.4% 7.5% 6.9%
2011 -21.2% 1.3% 0.7% -24.3% 2.1%
2010 35.4% 10.5% -11.7% 18.9% 16.7%
2009 30.8% -8.8% 11.0% 28.7% 0.4%
2008 -33.6% -4.9% -3.9% -19.7% -9.5%
2007 -0.1% 7.6% 4.6% -4.6% -7.0%
2006 19.8% 17.0% -5.1% 0.9% 7.0%
2005 30.8% 6.9% 4.5% 14.4% 2.5%
2004 21.4% 3.2% 5.0% -1.0% 13.1%
2003 42.9% -2.6% 19.1% 10.9% 11.1%
2002 -27.4% 2.3% -6.5% -27.4% 4.5%
2001 -33.5% -13.3% -8.5% -26.5% 14.0%
2000 26.2% 42.0% -5.1% 4.2% -10.1%
1999 47.8% 4.2% 7.2% 3.1% 28.4%
1998 13.0% 22.8% 11.9% -21.6% 4.9%
1997 19.7% 21.6% 0.5% 7.6% -9.0%
1996 6.8% -0.1% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Peru
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date23/02/1996
  • Share Class size79Mn
  • Base currencyEUR
  • ISIN LU0095827381

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment1.20%

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