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UniEuropa Mid&Small Caps

Ranked 5 out of 12 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Michael Gierse

Objective

The fund invests in European second-line stocks whereas small- and mid-sized companies are preferred. The fund is actively managed using Stock-Picking and Timing and in consideration of the asset allocation.

Showing fund performance in Liechtenstein View performance globally

Performance

European Small & Medium Companies over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.9% 4.0%
2017 19.7% 7.7% 5.1% 5.1% 0.7%
2016 -6.5% -9.1% -7.8% 8.9% 2.5%
2015 20.7% 18.7% 0.5% -7.2% 9.1%
2014 4.5% 5.5% -1.7% -2.7% 3.6%
2013 27.8% 6.0% -0.7% 10.9% 9.5%
2012 23.7% 15.6% -5.8% 9.0% 4.2%
2011 -19.0% -0.9% -1.2% -22.2% 6.3%
2010 33.3% 10.3% -5.4% 12.1% 13.9%
2009 46.4% -5.6% 22.1% 23.1% 3.2%
2008 -53.7% -15.1% -2.5% -22.3% -27.9%
2007 -6.8% 6.6% 5.9% -8.9% -9.4%
2006 33.5% 16.8% -5.5% 4.7% 15.6%
2005 36.7% 7.2% 8.3% 13.8% 3.5%
2004 20.8% 8.5% 1.5% -0.2% 9.9%
2003 16.8% 8.2% 9.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Italy
  4. Liechtenstein
  5. Luxembourg
  6. Spain
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date15/09/1998
  • Share Class size306Mn
  • Base currencyEUR
  • ISIN LU0090772608

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.55%
  • Initial investment4.00%

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