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Martin Maurel Impulsion France P

Ranked 16 out of 68 in - France Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Florence de Roux

Objective

The fund's objective is to perform over a long period (5 years minimum) the SBF 250 index of French equity markets. The portfolio investment is mainly made in French equities (75% minimum) and the minimum exposure to equity risk is between 0% and 100% maximum of the assets. The Fund may be exposed up to 100% in small or mid-caps.

Performance

France Small & Medium Companies over : 31/07/2017 - 31/07/2018
  • Rank 16/68 Total Return
  • Rank 57/68 Standard Deviation
  • Rank 49/68 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6% 1.1%
2017 20.8% 6.7% 7.3% 4.3% 1.2%
2016 10.7% -6.2% -1.9% 10.1% 9.3%
2015 21.2% 15.4% 6.0% -6.0% 5.4%
2014 -0.4% 5.7% -1.7% -2.5% -1.7%
2013 30.0% 5.2% 2.8% 12.8% 6.6%
2012 3.0% 3.3% -7.9% 4.4% 3.6%
2011 -15.8% 2.6% 0.3% -16.8% -1.7%
2010 15.7% 5.2% -4.9% 2.5% 12.8%
2009 -2.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date21/08/2009
  • Share Class size14Mn
  • Base currencyEUR
  • ISIN FR0010757765

Purchase Info

  • Min. initial investment10
  • Min. regular additional investment1

Charges

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