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Generali Europe Mid-Caps

Ranked 83 out of 191 in - European Small & Medium Companies over 36 months
All calculations are in USD unless stated

Managed by

Elisabeth Luis

Elisabeth Luis is a portfolio manager at Generali Investments based in Paris. She joined the firm in 2002 in the fund of funds department and deals in global bonds and US equities. Prior to this, she worked at Generali Finance from 1999. Elisabeth graduated from the University of Paris X, Nanterre with an MA in Research and a DEA in Money & Finance. Outside of work she lists Zumba among her interests.

Objective

The fund's objective is to maximize the invested capital by focusing on European equities, UCITS funds oriented on small and mid caps in all sectors. The objective will be pursued through an active policy of selection and allocation of funds in order to obtain in the medium term a performance higher than its benchmark. The selection of UCITS funds in the composition of the fund's assets will be discretionarily realized without discrimination of style or management issue. In the limit of 15%, the fund may invest in UCITS funds specialized in the emerging markets of Central and Eastern Europe.

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

Performance

European Small & Medium Companies over : 31/12/2014 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 39.7% 11.2% 11.9% 9.2% 2.9%
2016 -5.9% -2.4% -7.3% 9.9% -5.4%
2015 14.3% 5.8% 7.5% -5.5% 6.3%
2014 -8.8% 6.6% -2.2% -11.6% -1.1%
2013 33.0% 4.5% 0.9% 16.2% 8.4%
2012 25.8% 17.3% -11.0% 12.9% 6.8%
2011 -19.1% 4.4% -1.4% -20.3% -1.5%
2010 19.8% 0.7% -11.3% 20.1% 11.7%
2009 41.4% -6.8% 22.0% 21.9% 2.0%
2008 -44.2% -6.3% -2.2% -23.8% -20.0%
2007 10.2% 8.7% 9.4% -2.9% -4.6%
2006 41.4% 19.9% -2.7% 4.0% 16.6%
2005 12.3% 5.0% -3.2% 11.1% -0.6%
2004 25.0% 5.9% -1.0% 0.2% 19.1%
2003 59.7% -3.5% 24.6% 13.6% 17.0%
2002 -12.5% 3.4% -2.5% -19.4% 7.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date30/10/2001
  • Share Class size146Mn
  • Base currencyEUR
  • ISIN FR0007064357

Purchase Info

  • Min. initial investment0.0001
  • Min. regular additional investment0.0001

Charges

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