Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

M&G PanEuropeanSelectSmallerComp EUR A Acc

Ranked 38 out of 39 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Michael Oliveros

Objective

The Fund aims to provide a higher total return than that of the EMIX Smaller European Companies Index, net of the Ongoing Charges Figure, over any five-year period. The Fund will invest at least 80% in the equities of European smaller companies, from the bottom third (by total market capitalisation) of all publicly listed equities in Europe including the UK. The Fund uses an investment process that is based on the fundamental analysis of competitively advantaged companies with sustainable business models.

Showing fund performance in Norway View performance globally

Performance

European Small & Medium Companies over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.2% -0.8%
2017 16.7% 8.5% 3.4% 4.7% -0.7%
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 investment75

Charges

  • Annual management1.50%
  • Initial investment5.25%

Related News

European equity veteran exits M&G

Investment firm announces new appointment in the wake of + rated manager leaving the firm to pursue other opportunities.

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