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LO Funds - Contl Europe Family Leaders EUR PA

Ranked 4 out of 12 in - European Small & Medium Companies over 3 months
All calculations are in EUR unless stated

Managed by

Malek Dahmani

Xavier Lagrandie

Xavier Lagrandie was born in Sarlat, France in 1958. He attended the University of Texas where he obtained his BSc, BBA and MBA in Finance. He started his career in 1988 with DIAC (Renault Credit Finance) as a financial analyst. He joined Caisse des Depots et Consiignations in 1989, first as a financial analyst, then became a portfolio manager for a US mutual fund before becoming head of foreign equity investment. In 1998 he joined Union Bancaire Privee as a portfolio manager in small & mid cap European equities before joining CDC IXIX Asset management in 2003 in the same role. Xavier is currently a portfolio manager in small & mid Cap European equities at Lombard Odier Darier Hentsch where he has been since 2004. He manages his funds using a purely bottom up investment process with bias toward growth stocks. Xavier is a member of Société Française des Analystes Financiers (SFAF). Outside of fund management, he lists rugby, soccer, flying and the cinema/theatre as his main interests.

Michel Leblanc

Objective

The Sub-Fund invests mainly in equity securities issued by companies directly or indirectly owned, controlled and/or managed by families. The Sub-Fund may be fully invested in small and mid-cap companies. In selecting the individual stocks, the Investment Manager is guided by its own fundamental analysis of companies. Company visits and top management assessments are critical to the Investment Manager.

Showing fund performance in Liechtenstein View performance globally

Performance

European Small & Medium Companies over : 31/12/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.6%
2017 4.3% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Liechtenstein
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date15/05/2017
  • Share Class size13Mn
  • Base currencyEUR
  • ISIN LU1490633150

Purchase Info

  • Min. initial investment3,000
  • 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).