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Generali Investments SICAV-Euro Future Leaders DX

Ranked 15 out of 18 in - EuroZone Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Eric Biassette

Eric Biassette was born in Boulogne Billancourt, France in 1966. He attended the National Institute of Agronomy, Paris-Grignon where he gained a degree in Engineering Science. After that he pursued his postgraduate study at Paris-IX-Dauphine University and majored in finance. Eric joined ING-Barings as a sell-side financial analyst in 1990. He has been a fund manager in charge of small & mid cap investments for Generali since 2000 and he is also a member of the SFAF (French Society of Financial Analysts). His investment process involves the Growth at a Reasonable Price (GARP) approach. Outside of fund management he enjoys golf and soccer.

Objective

The objective of the Sub-fund is to outperform its Benchmark and to provide long-term capital appreciation investing in equities of companies, listed on stock exchanges of any participating member state of the Eurozone (qualifying as Regulated Markets), focusing on securities having a small and mid-sized capitalisation. Equities should be denominated in Euro, its typical market cap will range between Euro 100 million and Euro 5 billion and at least 75% of the net assets of the Sub-fund will be invested in Eurozone equities.

Showing fund performance in Luxembourg View performance globally

Performance

EuroZone Small & Medium Companies over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.3%
2017 16.7% 7.3% 4.8% 4.3% -0.5%
2016 7.6% -2.5% -0.9% 8.0% 3.1%
2015 16.1% 20.6% -2.8% -7.6% 7.2%
2014 -3.2% 7.3% -1.8% -8.7% 0.6%
2013 26.3% 5.0% 1.1% 11.0% 7.3%
2012 24.4% 17.0% -7.4% 8.3% 6.1%
2011 -21.1% 0.0% -0.5% -21.8% 1.5%
2010 24.5% 7.2% -6.0% 12.1% 10.2%
2009 39.6% -8.7% 19.4% 25.8% 1.9%
2008 -37.5% -9.4% -4.4% -10.5% -19.5%
2007 -10.7% -8.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Czech Republic
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Slovakia
  10. Spain
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date04/06/2007
  • Share Class size55Mn
  • Base currencyEUR
  • ISIN LU0300507034

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management1.80%

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