Launched in December 2007, Gay-Lussac Microcaps offers its investors an innovative investment process that combines recurring performance with a tight control of drawdowns. The management objective is to obtain, over a minimum investment horizon of 5 years, an annualized performance of more than 7% while limiting any volatility. Gay-Lussac Microcaps has won numerous awards, including the 2019 Lipper Fund Awards France as the best fund in the “Equity Eurozone Small & Mid Cap – 3 years” category (A share) and the 2019 Bronze Trophy for the best European equity fund over 3 years awarded by Le Revenu. This fund emphasizes a defensive approach with an average liquidity retention of about 10%.
Gay-Lussac Microcaps integrates environmental, social and governance (ESG) criteria in its investment process and has obtained the Label Relance since November 2, 2020.
1M
-4.86 %
3M
-6.54 %
1Y
0.19 %
3Y
55.61 %
5Y
58.36 %
YTD
-15.16 %
MAX
312.18 %
Gay-Lussac Microcaps | MSCI Europe Microcaps TR | |
---|---|---|
2022 | -15.16 | -19.49 |
2021 | 39.5 | 22.85 |
2020 | 20.58 | 7.21 |
2019 | 21.69 | 15.24 |
2018 | -12.1 | - |
2017 | 21.19 | - |
2016 | 16.79 | - |
2015 | 14.66 | - |
2014 | 6.03 | - |
2013 | 26.19 | - |
2012 | 12.35 | - |
2011 | -6.8 | - |
2010 | 17.51 | - |
2009 | 49.12 | - |
2008 | -32.29 | - |
2007 | - | - |
Gay-Lussac Microcaps | MSCI Europe Microcaps TR | |
---|---|---|
3 mois | -6.54 | -12.5 |
2022 | -15.16 | -19.49 |
1 an | 0.19 | -14.19 |
3 ans | 55.61 | 10.82 |
5 ans | 58.36 | - |
10 ans | 257.59 | - |
Création | 312.18 | - |