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UniEuropa Mid&Small Caps

Ranked 66 out of 86 in - European Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Michael Gierse

Objective

The fund invests in European second-line stocks whereas small- and mid-sized companies are preferred. The fund is actively managed using Stock-Picking and Timing and in consideration of the asset allocation.

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 7.0%
2018 -19.0% -4.1% 5.0% 0.3% -19.8%
2017 24.5% 7.9% 7.9% 5.5% 1.5%
2016 8.3% -2.2% -3.4% 13.4% 1.1%
2015 14.7% 10.6% -1.6% -3.5% 9.1%
2014 -2.5% 4.9% -4.8% -5.3% 3.2%
2013 31.1% 10.5% 0.6% 8.2% 9.0%
2012 20.2% 15.4% -8.6% 7.3% 6.1%
2011 -21.1% 2.4% 0.7% -25.8% 3.1%
2010 28.5% 10.8% -13.2% 18.7% 12.6%
2009 34.5% -9.6% 12.3% 32.1% 0.3%
2008 -39.0% -7.9% -3.2% -22.7% -11.6%
2007 1.6% 7.3% 5.1% -5.5% -4.7%
2006 31.0% 18.6% -6.4% 2.7% 14.8%
2005 32.6% 4.1% 6.3% 14.8% 4.4%
2004 21.4% 3.0% 1.8% 2.1% 13.3%
2003 17.7% 9.0% 9.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Italy
  4. Liechtenstein
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date15/09/1998
  • Share Class size225Mn
  • Base currencyEUR
  • ISIN LU0090772608

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.55%
  • Initial investment4.00%

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