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Oddo BHF Euro Small Cap Equity CR-EUR

Ranked 14 out of 19 in - Eurozone Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Jürgen Heinz

Stefan Moeckel

Stefan Moeckel hails from Iserlohn, Germany. He studied at Cologne University where he gained a degree in business adminstration. He has been working in the investment world for over two decades, starting out at Commerzbank Dusseldorf in 1985 as an investment advisor. After a three year stint he joined INKA as a fund manager where he spent nine years. in 1996 he joined West Asset Management (now known as West LB Mellon Asset Management) where he currently works. He has held many roles at this company and is currently head of the European small cap equities team. He is the lead manager on the WestLB Mellon Compass Fund Euro Small Cap and describes his investment style as active-blend. Outside of fund management Stefan likes to unwind by playing a good game of tennis.

Josef Schopf

Patrick Ullrich

Objective

To provide long term capital appreciation by investing primarily in companies with a low market capitalization (Small Caps). The Sub-Fund will invest only in companies which are quoted on the stock exchanges of countries which are included within EMU. The investments will be diversified among countries and industries.

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 -1.8% -2.7% -3.1%
2017 17.2% 8.0% 3.0% 6.1% -0.7%
2016 1.5% -5.8% -4.3% 8.0% 4.3%
2015 19.5% 20.5% -3.0% -5.9% 8.6%
2014 0.9% 8.1% -2.5% -5.3% 1.2%
2013 27.4% 5.0% 0.1% 11.2% 9.0%
2012 21.5% 15.0% -9.1% 6.9% 8.8%
2011 -25.9% 1.7% -3.4% -25.5% 1.3%
2010 23.3% 7.3% -10.4% 11.4% 15.2%
2009 48.7% -7.0% 28.1% 26.6% -1.4%
2008 -45.8% -12.9% 0.1% -20.7% -21.6%
2007 -2.8% 9.0% 7.5% -8.1% -9.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Italy
  4. Luxembourg
  5. Norway
  6. Singapore
  7. Spain
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date15/11/2006
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU0269724349

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%

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