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Barclays Equity Euro Small & Mid Cap BC EUR

Ranked 2 out of 19 in - Eurozone Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Objective

The investment objective is to achieve capital growth by investing in small to mid-cap companies. The Fund will invest predominantly in common stock, preferred shares and securities convertible into common stock of companies domiciled in a range of Eurozone countries. The emphasis will be on selecting companies that offer the best prospects in their respective activity. Stock and sector selections will be used in order to identify the best business opportunities arising in the Euro zone small to midcap universe.

Showing fund performance in Luxembourg View performance globally

Performance

Eurozone Small & Medium Companies over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% 6.1% 2.1%
2017 28.4% 10.5% 8.0% 7.7% -0.1%
2016 -0.2% -6.4% 0.7% 8.5% -2.4%
2015 29.5% 18.3% 1.5% -2.1% 10.2%
2014 8.4% 9.2% -1.9% -3.4% 4.8%
2013 28.5% 8.5% 0.2% 9.3% 8.1%
2012 38.0% 21.1% -5.0% 11.5% 7.6%
2011 0.4% -27.1% 4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Isle of Man
  4. Luxembourg
  5. Portugal
  6. Spain
  7. United Kingdom

Fund Info

  • Launch date03/01/2011
  • Share Class size12Mn
  • Base currencyEUR
  • ISIN LU0568679020

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

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