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Quadrator IC

Ranked 5 out of 18 in - EuroZone Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Marion Casal

Olivier de Royère

Olivier de Royere was born in Paris in the late seventies. He studied accounting and finance at the University of Paris 9 Dauphine, and is also a CFA Chartholder. He began his career in the investment industry in 2000 when he worked for ABN Amro as a sell-side analyst. He joined Cogefi in 2003 and became a portfolio manager in 2006. Olivier currently runs a number of funds, the largest being the Cogefi Prospective Fund. Outside of fund management his interests include golf and deep sea scuba diving.

Objective

The Fund's investment objective is to seek a performance over a medium and a long term through active stock selection (stock picking) in the markets of the eurozone without any pre-defined geographical or sector allocation through a research method focusing on the intrinsic quality of the securities. The degree of exposure to equity risk is at least 75%. The fund is eligible for PEA.

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 -0.5%
2017 22.0% 8.6% 6.1% 4.9% 1.0%
2016 1.7% -6.4% -2.0% 9.9% 0.9%
2015 18.7% 13.9% 0.9% -2.8% 6.3%
2014 5.7% 8.3% 0.9% -4.7% 1.5%
2013 21.7% 2.3% 1.3% 10.0% 6.9%
2012 20.4% 8.9% -1.7% 8.7% 3.4%
2011 -11.9% -1.1% -0.7% -14.2% 4.5%
2010 15.4% 4.8% -2.5% 4.9% 7.8%
2009 23.2% -0.7% 12.6% 9.2% 0.9%
2008 -39.0% -11.3% 3.4% -8.5% -27.4%
2007 -4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date16/07/2007
  • Share Class size170Mn
  • Base currency
  • ISIN FR0010482984

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

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