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Amilton Premium Europe R

Ranked 9 out of 204 in - European Small & Medium Companies over 36 months
All calculations are in USD unless stated

Managed by

Pierre Schang

Pierre Schang is a small- and mid-cap European equity fund manager at Amilton Asset Management, a position he has held since December 2014. Prior to joining Amilton Asset Management he worked at NFinance securities and DSF Markets as a sell-side analyst. He achieved his diploma of commerce from the Ecole Supérieure de Commerce de Tours-Poitiers in Tours, France.

Harry Wolhandler

Harry Wolhandler is the managing director at Amilton Asset Management. He has worked at the firm since 2003 and is also a portfolio manager. Prior to this he worked at Sedec Finance and Prony Patrimoine from 2001 to 2003 where he managed funds. Before this he was a senior manager at PriceWaterhouseCoopers where he worked for 12 years in London and Paris.

Objective

The fund invests mainly on European small & mid cap stocks with a strong appreciation potential. The investments strategy is based on an active management process combining a rigorous fundamental analysis for stock picking and a top down approach for thematic and sectorial allocation. The Fund's investment objective is to outperform the EURO STOXX Small Net Return Index,(EUR) over a recommended investment horizon of 5 years.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

European Small & Medium Companies over : 31/03/2015 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.9%
2017 47.4% 8.3% 18.6% 10.1% 4.3%
2016 6.7% 1.9% -6.3% 12.1% -0.3%
2015 20.1% 4.0% 3.9% 2.5% 8.5%
2014 -15.5% -0.5% -1.0% -10.3% -4.5%
2013 29.5% 5.2% 2.0% 12.1% 7.6%
2012 11.4% 10.2% -11.1% 5.2% 8.1%
2011 -24.3% 2.4% -0.9% -17.3% -9.8%
2010 -4.9% -0.9% -14.1% 10.0% 1.6%
2009 27.5% -7.0% 20.0% 15.7% -1.2%
2008 -19.7% 2.6% 0.0% -19.2% -3.0%
2007 11.3% 3.8% 3.4% 5.2% -1.4%
2006 19.2% 6.5% 2.3% 0.5% 8.9%
2005 -8.5% -3.0% -7.1% 2.7% -1.1%
2004 13.8% 0.0% -0.4% 1.6% 12.5%
2003 37.4% -0.7% 16.5% 6.6% 11.3%
2002 -15.7% 0.1% -7.0% -16.4% 8.3%
2001 -25.3% -16.5% -0.5% -15.6% 6.5%
2000 -8.1% 5.2% -3.2% -5.9% -4.1%
1999 4.7% 15.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date30/04/1999
  • Share Class size16Mn
  • Base currencyEUR
  • ISIN FR0010687749

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0.01

Charges

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