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.
1M
-2.31 %
3M
2.39 %
1Y
-8.66 %
3Y
61 %
5Y
- %
YTD
2.05 %
MAX
40.29 %
Gay-Lussac Microcaps Europe | MSCI Europe Micro TR | |
---|---|---|
2023 | 2.05 | - |
2022 | -20.49 | - |
2021 | 35.19 | - |
2020 | 17.42 | - |
2019 | - | - |
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 | - |