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

UniEuropa Mid&Small Caps

Ranked 70 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 : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
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. Spain
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date15/09/1998
  • Share Class size250Mn
  • 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).