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M&G European Smaller Companies

Ranked 15 out of 37 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Michael Oliveros

Objective

The Fund invests in smaller companies in Europe, with the sole objective of long term capital growth. It will invest wholly or mainly in securities of European companies which constitute the bottom third in terms of total market capitalisation of all publicly listed equity in Europe. When not wholly invested as above, the Fund may only invest in medium and larger capitalised companies in order to enhance the liquidity of the Fund.

Showing fund performance in Norway View performance globally

Performance

European Small & Medium Companies over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.5% 3.4% 4.7%
2016 1.8% -6.4% -3.4% 7.3% 4.9%
2015 26.4% 16.5% 5.2% -6.0% 9.7%
2014 -0.9% 3.9% 1.9% -6.0% -0.4%
2013 24.9% 5.5% 0.5% 10.0% 7.1%
2012 31.6% 17.6% -4.2% 10.6% 5.7%
2011 -17.4% -2.3% -0.4% -18.7% 4.4%
2010 26.2% 8.9% -8.6% 12.0% 13.2%
2009 51.0% 1.7% 20.8% 19.2% 3.1%
2008 -53.4% -15.8% -3.2% -19.6% -28.9%
2007 5.5% 8.4% 9.8% -6.0% -5.8%
2006 26.9% 17.9% -6.3% 1.8% 12.9%
2005 31.0% 6.6% 7.2% 9.8% 4.4%
2004 22.3% 7.4% 3.1% 0.5% 9.9%
2003 41.8% -6.0% 17.5% 14.6% 12.0%
2002 -32.9% 3.4% -17.6% -21.6% 0.5%
2001 -44.9% -19.2% -7.9% -38.1% 19.5%
2000 8.4% 41.5% -9.1% 8.9% -22.6%
1999 108.2% 9.2% 10.8% 7.7% 59.7%
1998 25.9% 34.2% 7.9% -20.6% 9.5%
1997 28.0% 19.9% 5.0% 2.8% -1.1%
1996 16.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Ireland
  9. Italy
  10. Korea
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Portugal
  15. Spain
  16. Sweden
  17. Switzerland
  18. Taiwan

Fund Info

  • Launch date28/11/2001
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN GB0030929748

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment40

Charges

  • Annual management1.50%
  • Initial investment5.25

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