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PARVEST Equity Europe Mid Cap C C EUR

Ranked 15 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Elodie Doucet

Damien Kohler

Damien Kohler is currently Head of the European Small & Mid Caps team at BNP Paribas Asset Management. In 1993 he started as an internal auditor for BNP Paribas General Inspection. Damien joined BNP Paribas Asset Management as an analyst in 1997 and later was promoted to a senior portfolio manager before rising to his current position in 2006. Damien graduated from the Ecole des Mines, France and is a CFA Charterholder.

Objective

This sub-fund invests at least 2/3 of its assets in equities and/or equity equivalent securities issued by companies with a market capitalisation of less than 130% of the highest market capitalisation and greater than 70% of the lowest market capitalisation (observed at the beginning of each financial year) of the STOXX Europe Mid 200 index, that have their registered offices or conduct the majority of their business activities in Europe. The remaining portion, namely a maximum of 1/3 of its assets, may be invested in any other transferable securities, money market instruments, financial derivative instruments, and/or cash, and also, within a limit of 15% of the assets, in debt securities of any kind and, within a limit of 10% of the assets, in UCITS or UCIs.

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 10.7%
2018 -13.5% -5.5% 6.2% 1.8% -15.3%
2017 18.6% 7.4% 5.2% 3.5% 1.5%
2016 9.4% 0.2% -1.4% 12.8% -1.9%
2015 14.6% 8.5% 1.6% -3.4% 7.7%
2014 4.0% 3.5% -2.4% -2.1% 5.2%
2013 23.9% 11.5% -1.4% 6.6% 5.7%
2012 19.8% 14.4% -7.4% 7.3% 5.4%
2011 -12.2% 2.5% 4.3% -22.2% 5.6%
2010 10.9% 8.4% -14.9% 11.4% 7.9%
2009 28.6% -10.8% 12.4% 28.9% -0.6%
2008 -32.2% -12.6% 1.1% -19.7% -4.5%
2007 8.2% 3.2% 4.1% -0.7% 1.5%
2006 26.4% 14.2% -4.2% 1.3% 14.0%
2005 20.7% 2.1% 1.3% 10.1% 5.9%
2004 22.0% 3.8% 2.6% 2.8% 11.5%
2003 24.5% -6.0% 15.8% 5.5% 8.4%
2002 -18.5% 6.4% -4.7% -21.6% 2.5%
2001 -21.0% -10.2% -0.8% -16.7% 6.4%
2000 9.1% 8.9% 1.8% 0.6% -2.1%
1999 19.2% -2.2% 0.2% -1.8% 23.9%
1998 30.5% 23.4% 8.4% -15.3% 15.2%
1997 17.4% 7.5% 4.3% 5.4% -0.7%
1996 -0.4% -1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Belgium
  4. Czech Republic
  5. Finland
  6. France
  7. Germany
  8. Hong Kong
  9. Hungary
  10. Italy
  11. Jersey
  12. Korea
  13. Luxembourg
  14. Macau
  15. Norway
  16. Peru
  17. Portugal
  18. Singapore
  19. Slovakia
  20. Spain
  21. Switzerland
  22. Taiwan
  23. United Kingdom

Fund Info

  • Launch date14/06/1996
  • Share Class size41Mn
  • Base currencyUnits
  • ISIN LU0066794719

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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