Overview of our strategy

Launched in August 2019, this strategy of our luxemburgish SICAV is a continuation of our Gay-Lussac Microcaps fund, following the same management process while being invested in European Micro Caps. The management objective is to obtain, over a minimum investment horizon of 5 years, an annualized performance of more than 7% while limiting volatility.

Throughout this new strategy, we invest in quality companies, mostly family-owned, and support the growth recovery of European SMEs and SMIs. The portfolio’s stocks are therefore spread between the Nordic countries and those of the euro zone, while keeping a liquidating pocket of about 10%.

According to our experts, investing in Micro and Small Caps is a wise choice to play sector rotation. Indeed, this asset class is de-correlated from the market and resilient.

Gay-Lussac Microcaps Europe received the third prize of the Grand Prix de la Finance 2022 in the category “Equities – Microcaps Europe”.

Past performance is not a guide to future results or to the achievement of objectives for individual products. They are not constant over time. The investor must be aware that investing involves risks of total or partial loss of the capital invested.

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Documents to download

Key Information Document (KID)
(in English)

  • P Share (January 2023)

  • I Share (January 2023)

  • D Share (January 2023)

Prospectus

  • January 2023

Monthly financial reports

  • February 2023

  • January 2023

  • December 2022

  • November 2022

Management team

Louis de FELS
Managing Director - Head of Asset Management, Partner
Hugo VOILLAUME, CFA
Equity Portfolio Manager - Analyst
Guillaume BUHOURS
Equity Portfolio Manager - Analyst
Paul EDON
Equity Portfolio Manager - Analyst
Thibaut MAISSIN
Equity Portfolio Manager - Analyst
Arthur BERNASCONI
Equity Portfolio Manager - Analyst
Emmanuel GABAÏ
Extra-Financial Analyst

Performances

1M

-2.31 %

3M

2.39 %

1Y

-8.66 %

3Y

61 %

5Y

- %

YTD

2.05 %

MAX

40.29 %

Calendar performances (%)

Gay-Lussac Microcaps Europe MSCI Europe Micro TR
2023 2.05 -
2022 -20.49 -
2021 35.19 -
2020 17.42 -
2019 - -

Cumulated performances (%)

Gay-Lussac Microcaps Europe MSCI Europe Micro TR
3 mois 2.39 -
2023 2.05 -
1 an -8.66 -
3 ans 61 -
5 ans - -
10 ans - -
Création 40.29 -

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Our sales team are fully available for any kind of request; clarification or guidance in your current or future investment projects.

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Features

Format juridique
SICAV
Emplacement
Luxembourg
Catégorie
European equities
Date de lancement
P Share : August 27, 2019
I Share : August 27, 2019
D Share: June 8, 2021
Codes ISIN
P Share : LU2022049022
I Share : LU2022049295
D Share: LU2022049378
Valorisation
Daily
Devise
P and I Shares: EUR
D Share: USD
Durée de placement recommandée
5 years and +
Éligibilité au PEA
PEA : Yes
PEA/PME : Yes
Synthetic Risk Indicator (SRI)
⬤⬤⬤⭘⭘⭘⭘
Classification SFDR
Article 8
Dépositaire
Société Générale
Frais de gestion
P Share : 2% of Net assets
I Share : 1% of Net assets
D Share : 1% of Net assets
Commission de surperformance
12% including tax of the annual performance over 7%