Introduction to our strategy

Launched in March 2014, Gay-Lussac Smallcaps is an equity fund invested in Eurozone companies with a market capitalization between 300 M€ and 2 B€ at the time of initiation, while accompanying the companies in which our Gay-Lussac Microcaps fund was invested but which no longer fit into the scope of micro-cap. The management objective is to obtain, over a minimum investment horizon of 5 years, a recurrence of performance while limiting drawdowns. Awarded on several occasions, notably the Best Management Company Award 2020 as well as the AAA rating in the Small and Mid Cap Equity category by Quantalys and the Lipper Fund Award in the France Equity Small 2019 category, Gay-Lussac Gestion wished, through Gay-Lussac Smallcaps, to highlight its expertise in small market capitalizations.

Gay-Lussac Smallcaps integrates environmental, social and governance (ESG) criteria in its investment process and has obtained the Label Relance since November 17, 2020.


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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Downloads

Key Investor Information
Information Document (KIID) (in English)

  • 2022

Monthly Report

  • February 2023

  • January 2023

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
Emmanuel GABAÏ
Extra-Financial Analyst

Performances

1M

-2.63 %

3M

4 %

1Y

-6.25 %

3Y

55.86 %

5Y

22.18 %

YTD

3.23 %

MAX

102.29 %

Calendar performances (%)

Gay-Lussac Smallcaps CAC Small TR
2023 3.23 -
2022 -19.56 -
2021 30.51 -
2020 8.82 -
2019 21.71 -
2018 -15.49 -
2017 21.76 -
2016 12.12 -
2015 23.64 -
2014 - -

Cumulated performances (%)

Gay-Lussac Smallcaps CAC Small TR
3 mois 4 -
2023 3.23 -
1 an -6.25 -
3 ans 55.86 -
5 ans 22.18 -
10 ans - -
Création 102.29 -

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Features

Format juridique
UCITS Fund
AMF Classification
Shares of the European Union countries
Launch date
A Share: 31 of mars 2014
I Share: 30 of december 2016
ISIN Codes
A Share: FR0011759299
I Share: FR0013228327
Benchmark Index
MSCI EUROPE MICRO CAP NR
Valuation
Daily
Currency
€uro
Durée de placement recommandée
5 years et +
Synthetic Risk Indicator (SRI)
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Custodian
Société Générale
Classification SFDR
Article 8
Management Fees
A Share : 2,20% of net asset
I Share : 1,10% of net asset
Commission de surperformance
12% including tax of the annual performance over 7%