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OFI Fund Euro Small Cap R-C-EUR

Ranked 3 out of 19 in - Eurozone Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Beryl Bouvier di Nota

Beryl Bouvier di Nota started her career in 1991 as a consolidation account manager at Indosuez, before moving to Baring Asset Management in 1994 where she was head of marketing and sales support. She joined SGAM in 1996 where she started out as a marketing manager for institutional balanced mandates and in 2001 became an international equity portfolio manager. From 2008 Beryl was head of the European small & midcap equity team at Amundi before moving to OFI-AM in April 2015. She has been managing funds for over 10 years and is a member of the SFAF.

Lionel Heurtin

Lionel Heurtin, CFA is a portfolio manager at OFI AM based in Paris. He joined the firm in 2006 and prior to this, he was a portfolio manager at State Street Global Advisors where he was head of the small and mid-cap Europe and Eurozone strategies. Lionel currently deals in small and mid-cap equities, using a blended style. He graduated from Wake Forest University and the KEDGE Business School with an MBA in General Management & Finance.

Objective

The objective of this Sub-Fund is to maximise long term capital growth by investing in Euro denominated quoted equity securities of small-sized companies whose market capitalization falls within the capitalization range of the Eurostoxx Small Index, domiciled and listed in Regulated Markets or Other Regulated Markets of the Eurozone. At least 75% of the Sub-Funds net assets shall be permanently invested as indicated above, in common stock of companies having their registered office or headquartered in Member States of the EU which have adopted the Euro as their national currency.

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 0.9% 0.6% 0.7%
2017 15.3% 6.9% 5.3% 1.9% 0.5%
2016 -2.8% -6.4% -6.1% 8.0% 2.4%
2015 -8.4% 7.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg

Fund Info

  • Launch date08/04/2015
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU1209226700

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0.001

Charges

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