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Montanaro European MidCap EUR Dist

Ranked 80 out of 188 in - European Small & Medium Companies over 12 months
All calculations are in EUR

Managed by

Anna Lunden

Objective

The investment objective of the Fund is to outperform its Benchmark, the STOXX Europe Mid 200 (Capital Return) Index. The Fund shall invest primarily in equity securities of MidCap companies quoted in the European Union, Iceland, Norway and Switzerland. MidCap companies shall mean companies with a market capitalisation of €3 to €10 billion. In addition the Fund may hold ancillary liquid assets. No unquoted investments are permitted.

Performance

European Small & Medium Companies over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 6.0% 3.9% 2.2% -0.1%
2013 18.2% 9.9% -3.9% 5.5% 6.0%
2012 12.9% -1.2% 9.2% 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. Switzerland
  3. United Kingdom

Related News

Montanaro recruits Standard Life Wealth manager

Ed Heaven, a portfolio manager at Standard Life Wealth in London, is to join Montanaro Asset Management later this year.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR).