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Oddo Avenir Euro CR-EUR

Ranked 27 out of 59 in - EuroZone Small & Medium Companies over 12 months
All calculations are in USD unless stated

Managed by

Grégory Deschamps

Frédéric Doussard

Sebastien Maillard

Pascal Riégis

Pascal Riégis was born in Perpignan, France in 1962. He attended the Pau Business School where he gained an MSc degree in economics. Pascal began his career in 1987 as a financial analyst at Paribas and later joined the CIC Group where he worked in equity research. He joined the Oddo Group in 1995 where he was the head of equity research at Oddo Securities. Since 2003, Pascal has worked in the Oddo Asset Management team as a mid cap equity analyst and portfolio manager. Pascal is a member of the SFAF (Société Française des Analystes Financiers) and has been managing funds for over six years. Outside of fund management his interests include tennis, soccer and skiing.

Objective

The fund is a Euro Zone equity fund invested in small and mid caps with a maximum of 10% in companies domiciled outside the Euro Zone. It aims to be permanently invested in equities, targeting long-term capital growth. It selects some of the best performing cyclical and non-cyclical companies in the Euro Zone, which often have an international presence, where the price is considered attractive taking long-term prospects into account.

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

Performance

EuroZone Small & Medium Companies over : 31/12/2016 - 31/12/2017
  • Rank 27/59 Total Return
  • Rank 6/59 Standard Deviation
  • Rank 13/59 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 41.1% 11.5% 11.6% 10.0% 3.0%
2016 0.8% 0.5% -2.7% 7.1% -3.8%
2015 10.4% 4.1% 3.6% -3.2% 5.7%
2014 -9.5% 2.2% -0.2% -9.6% -1.8%
2013 25.9% 2.4% 2.5% 11.1% 7.9%
2012 24.5% 17.4% -6.9% 6.8% 6.7%
2011 -19.8% 5.4% 3.4% -26.6% 0.1%
2010 15.5% 3.9% -12.3% 15.2% 10.0%
2009 47.6% -11.0% 25.4% 27.2% 3.9%
2008 -41.6% -4.7% -3.2% -21.1% -19.6%
2007 17.9% 7.7% 8.2% 3.7% -2.3%
2006 42.3% 22.7% 1.2% 1.2% 13.3%
2005 18.3% 5.9% -2.0% 16.3% -2.1%
2004 30.9% 6.7% 4.4% 0.1% 17.6%
2003 42.8% -8.9% 23.2% 10.6% 15.0%
2002 8.3% 12.3% 6.2% -17.3% 9.8%
2001 -20.7% -7.8% -5.8% -17.5% 10.7%
2000 6.7% 25.3% -10.7% -6.9% 2.4%
1999 34.9% -8.6% 4.7% 9.8% 28.4%
1998 19.6% 15.2% 20.9% -21.8% 9.8%
1997 9.2% 11.5% -3.6% 2.4% -0.7%
1996 7.4% 8.3% 5.0% -6.2% 0.7%
1995 4.5% 4.2% 3.3% -2.6% -0.4%
1994 10.0% 17.1% -3.2% 3.9% -6.6%
1993 21.7% 5.2% -5.2% 20.1% 1.6%
1992 4.7% -5.2% -20.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Netherlands
  6. Singapore
  7. Spain
  8. Switzerland

Fund Info

  • Launch date19/09/1985
  • Share Class size240Mn
  • Base currency
  • ISIN FR0000990095

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0.001

Charges

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