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Oudart Midcap Europe P

Ranked 135 out of 191 in - European Small & Medium Companies over 36 months
All calculations are in USD unless stated

Managed by

Ingrid Edelfelt

Ingrid Edelfelt started her career at Dresdner Kleinwort Wasserstein in London in 2003 where she worked as an analyst. After three months she joined Tradition Securities and later worked for Clarins, Paris and Bewator, Stockholm. In 2005 she joined Cheuvreux Crédit Agricole in Paris where she worked as an analyst in the aeronautics sector. Ingrid joined Oudart Gestion where she is currently an analyst and co-fund manager of French small & mid cap funds.

Olivier Tellier

Olivier Tellier was born in Neuilly sur Seine, France in 1954. He attended the University Paris IX Dauphine where he studied Economy & Finance. Olivier started his career as a private manager for the French broker, Soulie-Tellier in 1979. In 1993 he moved to Oudart Gestion within asset management and is currently a fund manager and director. He manages the Oudart Europe fund using the GARP investment process. Outside of fund mangement, Olivier lists golf, rugby, backgammon, bridge and sailing as his main interests. He is also a member of the polo club of Paris.

Objective

The fund objective is to outperform the DJ STOXX MID 200 index over a 5-year recommended investment period. The fund is mainly exposed to small and mid caps. At least 60% of the fund portfolio is exposed to EU equities and more than 75% is at all times invested in securities which are eligible to PEA (French Saving Scheme).

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

Performance

European Small & Medium Companies over : 31/12/2014 - 31/12/2017
  • Rank 135/191 Total Return
  • Rank 48/191 Standard Deviation
  • Rank 52/191 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 32.5% 11.0% 8.0% 8.2% 2.2%
2016 -4.1% -1.0% -5.2% 8.9% -6.2%
2015 8.0% 3.3% 2.8% -4.3% 6.2%
2014 -10.3% 3.1% -3.4% -10.3% 0.4%
2013 21.2% 2.0% -2.8% 13.9% 7.3%
2012 17.1% 14.9% -9.0% 6.9% 4.8%
2011 -20.8% 2.0% 1.9% -25.4% 2.1%
2010 11.3% 2.4% -17.3% 17.9% 11.5%
2009 -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date10/09/2009
  • Share Class size15Mn
  • Base currencyEUR
  • ISIN FR0010789214

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

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