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.
1M
-2.41 %
3M
-3.22 %
1Y
1.89 %
3Y
- %
5Y
- %
YTD
-14.16 %
MAX
48.42 %
Gay-Lussac Microcaps Europe | MSCI Europe Micro TR | |
---|---|---|
2022 | -14.16 | - |
2021 | 35.19 | - |
2020 | 17.42 | - |
2019 | - | - |
Gay-Lussac Microcaps Europe | MSCI Europe Micro TR | |
---|---|---|
3 mois | -3.22 | - |
2022 | -14.16 | - |
1 an | 1.89 | - |
3 ans | - | - |
5 ans | - | - |
10 ans | - | - |
Création | 48.42 | - |