“A Small / Mid Caps Eurozone management integrating Macro and PEG for its Stock-Picking”

Eurozone equities
Eurostoxx Small NR
Eligible for PEA (Share savings plan)
5 years

The main objective of this sub-fund is to provide its shareholders with as high a valuation as possible of the capital invested through investments in transferable securities, mainly in equities listed on the main European stock markets. The investment choices will favor medium-sized companies with a capitalization of less than € 2 billion, with no sector constraint. The selection of stocks or “Stock-Picking” will focus on companies with attractive valuation / growth couple (concept of PEG).
The sub-fund does not replicate benchmarks because its asset allocation is actively structured and independent of any benchmark. Nevertheless, if an index were to be used to judge the long-term performance, the Eurostoxx Small Dividends Reinvested Index could be suitable and / or a composite index based on 75% Eurostoxx Small and 25% Eonia (daily reference rate for interbank deposits in Europe). This compartment is eligible for the PEA (share savings plan).
2020
2019
2018
2017