Indépendance AM Europe Small A (C)Regístrese para Ver el Rating |
Cómo se ha comportado este fondo | 28/02/2025 |
Crecimiento de 1.000 (EUR) | Gráfico Avanzado |
![]() | Fondo | 47,4 | -9,5 | 13,3 | 4,4 | 8,8 |
![]() | +/-Cat | 20,7 | 13,4 | 4,5 | 1,0 | 4,1 |
![]() | +/-Ind | 22,8 | 11,1 | 0,5 | 1,5 | 2,1 |
Categoría: RV Europa ex-RU Cap. Med/Peq | ||||||
Benchmark de la Categoría: MSCI Europe ex UK Small Cap... |
Estadística Rápida | ||
VL 12/03/2025 | EUR 167,05 | |
Cambio del día | 1,25% | |
Categoría Morningstar™ | RV Europa ex-RU Cap. Med/Peq | |
ISIN | LU1832174962 | |
Patrimonio (Mil) 12/03/2025 | EUR 424,83 | |
Patrimonio Clase (Mil) 12/03/2025 | EUR 117,80 | |
Comisión Máx. Suscripción | - | |
Gastos Corrientes 07/11/2024 | 2,06% |
Objetivo de inversión: Indépendance AM Europe Small A (C) |
The Sub-Fund invests in shares in small- and mid-cap European companies, selected in particular for their reliable valuation and high returns (see criteria below), with the aim of increasing the capital value of the portfolio. This objective is accompanied by an extra-financial strategy based on environmental, social and governance (ESG) criteria. The extra-financial objective is to contribute to the long-term performance of the Sub-Fund by identifying (i) best company practices for ensuring sustainable performance; and (ii) the risks to which they are exposed. |
Returns | |||||||||||||
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Gestión | ||
Nombre del gestor Fecha Inicio | ||
William Higgons 13/06/2018 | ||
Audrey Bacrot 13/06/2018 | ||
Click here to see others | ||
Creación del fondo 13/06/2018 |
Anuncio publicitario |
Benchmark de la Categoría | |
Benchmark de fondos | Benchmark Morningstar |
STOXX Europe Ex UK Small NR EUR | MSCI Europe ex UK Small Cap NR EUR |
Target Market | ||||||||||||||||||||
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Qué posee el fondo Indépendance AM Europe Small A (C) | 31/12/2024 |
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5 mayores posic. | Sector | % |
![]() | ![]() | 4,77 |
![]() | ![]() | 4,28 |
![]() | ![]() | 4,09 |
![]() | ![]() | 3,65 |
![]() | ![]() | 3,20 |
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Indépendance AM Europe Small A (C) |