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Pictet-Small Cap Europe-P EUR

Ranked 45 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Cyril Benier

Alain Caffort

Alain Caffort was born in Toulouse, France in the mid seventies. He gained a Masters degree in international finance from Westminster University in London, and has been working in the fund management industry for over a decade at Groupama Asset Management. He runs the Groupama Avenir Euro Fund. Outside of work Alain is a keen runner and has completed a number of half marathons.

Objective

The sub-fund seeks capital growth by investing at least two-thirds of its total assets in the shares of companies whose main business and/or registered office is 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 -17.9% -5.1% 3.8% -0.5% -16.2%
2017 24.2% 6.8% 7.9% 4.3% 3.4%
2016 14.2% -1.1% 0.4% 14.8% 0.2%
2015 20.1% 11.3% -0.4% 0.1% 8.2%
2014 -4.8% 4.0% -4.6% -6.5% 2.6%
2013 34.3% 12.6% 2.5% 8.5% 7.3%
2012 22.7% 15.2% -6.8% 7.2% 6.6%
2011 -19.1% 1.5% 2.1% -24.0% 2.7%
2010 27.4% 9.5% -13.2% 17.3% 14.2%
2009 27.6% -7.3% 8.2% 27.0% 0.1%
2008 -30.4% -4.0% -4.3% -18.3% -7.4%
2007 7.7% 9.2% 5.3% -4.7% -1.7%
2006 21.9% 17.2% -8.4% -0.5% 14.2%
2005 36.8% 7.2% 5.4% 16.7% 3.8%
2004 20.8% 2.8% 2.2% 1.5% 13.3%
2003 45.8% -5.1% 19.1% 13.5% 13.8%
2002 -27.3% 2.5% -8.8% -24.4% 2.9%
2001 -32.3% -18.4% -3.8% -24.7% 14.4%
2000 15.3% 35.3% -3.3% 2.6% -14.1%
1999 86.7% 7.3% 9.6% 5.3% 50.9%
1998 -3.0% 17.2% 2.2% -25.8% 9.1%
1997 15.6% 12.4% 3.5% 10.1% -9.8%
1996 5.8% 12.8% 2.0% -4.5% -3.8%
1995 4.7% -0.7% 8.9% 0.1% -3.4%
1994 -0.8% 6.0% -3.8% 1.4% -4.0%
1993 66.2% 13.8% 7.6% 20.3% 12.8%
1992 2.3% 5.9% -1.4% 2.9% -4.9%
1991 -10.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2018

Top 10 Holdings

Stock Size
Cash and Cash Equivalents 5.88%
Solutions 30 SE ORD 3.23%
Valmet Oyj ORD 2.91%
Elis SA ORD 2.58%
TAG Immobilien AG ORD 2.55%
Dalata Hotel Group PLC ORD 2.44%
Safestore Holdings PLC ORD 2.37%
KBC Ancora CVA ORD 2.21%
Fnac Darty SA ORD 2.16%
Coats Group PLC ORD 2.14%
31/10/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Cyprus
  5. Finland
  6. France
  7. Germany
  8. Greece
  9. Ireland
  10. Italy
  11. Liechtenstein
  12. Luxembourg
  13. Netherlands
  14. Peru
  15. Portugal
  16. Singapore
  17. Spain
  18. Sweden
  19. Switzerland
  20. United Kingdom

Fund Info

  • Launch date13/09/1991
  • Share Class size77Mn
  • Base currencyEUR
  • ISIN LU0130732364

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%
  • Initial investment1.60%

Related News

Pictet makes fourth fund manager hire in two days

Cyril Benier joins the firm’s Geneva-based small cap equities team, where he will work alongside Alain Caffort, lead manager on Pictet’s Small Cap Europe fund.

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