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.

Downloads

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

  • 2021

SRI Policy

  • April 2022

Monthly Reporting

  • June 2021

  • January 2022

  • October 2021

Management team

Louis de FELS
Managing Director - Head of Asset Management, Partner
Hugo VOILLAUME, CFA
Financial Analyst
Guillaume BUHOURS
Financial Analyst
Paul EDON
Financial analyst
Thibaut MAISSIN
Financial analyst

Performances

1M

-3.48 %

3M

-6.97 %

1Y

-1.41 %

3Y

32.29 %

5Y

28.94 %

YTD

-16.19 %

MAX

104.17 %

From
to

Calendar performances (%)

Gay-Lussac Smallcaps CAC Small TR
2022 -16.19 -
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 -6.97 -
2022 -16.19 -
1 an -1.41 -
3 ans 32.29 -
5 ans 28.94 -
10 ans - -
Création 104.17 -

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Features

Legal format
UCITS Fund
Classification AMF
Shares of the European Union countries
Launch date
A Share: 31 of mars 2014
I Share: 30 of december 2016
ISIN Code
A Share: FR0011759299
I Share: FR0013228327
Benchmark Index
MSCI EUROPE MICRO CAP NR
Valuation
Daily
Currency
€uro
Recommended investment horizon
5 years et +
Risk Exposure
⬤⬤⬤⬤⬤⭘⭘
Custodian
Société Générale
SFDR classification
Article 8
Management fees
A Share : 2,20% of net asset
I Share : 1,10% of net asset
Performance fees
(High Water Mark)
12% including tax of the annual performance over 7%