Gay-Lussac Microcaps Europe
Data at 29/05/2022
-
LV
222.63
-
YTD performance
-14.16%
-
Encours OPC
65.45 €
- Risk level 5 / 7
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.
Documents to download
Key Investor Information
Information Document (KIID) (in English)
(in English)
Management team
Performances
1M
-2.41 %
3M
-3.22 %
1Y
1.89 %
3Y
- %
5Y
- %
YTD
-14.16 %
MAX
48.42 %
Calendar performances (%)
| Gay-Lussac Microcaps Europe | MSCI Europe Micro TR | |
|---|---|---|
| 2022 | -14.16 | - |
| 2021 | 35.19 | - |
| 2020 | 17.42 | - |
| 2019 | - | - |
Cumulated performances (%)
| 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 | - |
Features
I Share : August 27, 2019
D Share: June 8, 2021
I Share : LU2022049295
D Share: LU2022049378
D Share: USD
PEA/PME : No
I Share : 1% of Net assets
D Share : 1% of Net assets