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Portzamparc PME C

Ranked 51 out of 68 in - France Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Objective

The funds objective, over a minimum investment period of 5 years, is a performance similar to that of the market for small and medium French capitalization equities, represented by the CAC SMALL NR index. The funds investment strategy is to select, on a discretionary basis, securities whose market outlook is expected to perform well. The funds portfolio is primarily invested in equities, it holds at least 75% of French equities and similar securities traded on Euronext-Paris markets.

Performance

France Small & Medium Companies over : 31/07/2017 - 31/07/2018
  • Rank 51/68 Total Return
  • Rank 23/68 Standard Deviation
  • Rank 34/68 Max Drawdown
Fund Name Currency Return
49 FDE Midcaps AC EUR

-0.9%

50 CPG Croissance PME EUR

-1.0%

51 Portzamparc PME C EUR

-1.6%

52 Palatine France Small Cap EUR

-2.0%

53 Actys 1 EUR

-2.2%

Fund Name Currency Risk
21 Vendome Selection P-C EUR

8.7

22 Chaussier Croissance C EUR

8.7

23 Portzamparc PME C EUR

8.7

24 CM-CIC Entrepreneurs C EUR

8.8

25 Quadrige C EUR

8.8

Fund Name Currency Loss
32 Oddo BHF Avenir CR-EUR EUR

-5.9%

33 Club France Small Caps EUR

-5.9%

34 Portzamparc PME C EUR

-6.0%

35 Sycomore Francecap A EUR

-6.1%

36 LMdG Smid Cap (EUR) - P EUR

-6.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.9% 1.1%
2017 20.5% 8.1% 11.9% 1.4% -1.7%
2016 14.6% -3.3% 0.1% 8.4% 9.1%
2015 31.7% 12.6% 4.1% 3.1% 9.0%
2014 11.4% 14.9% 0.8% -3.7% -0.2%
2013 29.7% 4.8% 0.2% 12.4% 9.9%
2012 18.5% 13.3% -6.3% 7.2% 4.2%
2011 -13.4% 3.9% 4.7% -19.3% -1.3%
2010 11.6% 6.2% -7.0% 5.2% 7.4%
2009 41.0% 0.1% 19.3% 19.8% -1.4%
2008 -41.8% -15.6% -4.6% -11.0% -18.8%
2007 1.0% 9.7% 7.7% -7.3% -7.9%
2006 11.4% 14.5% -9.3% -2.8% 10.4%
2005 36.8% 13.3% 3.4% 16.9% -0.1%
2004 35.4% 11.9% 5.3% 0.0% 14.9%
2003 7.4% -22.0% 23.4% 6.8% 4.5%
2002 -27.9% 8.8% -11.7% -25.4% 0.7%
2001 -25.9% -10.9% -2.6% -24.9% 13.8%
2000 20.2% 42.7% -12.6% 6.1% -9.2%
1999 54.5% -7.5% 11.2% 6.6% 41.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date01/12/1998
  • Share Class size154Mn
  • Base currency
  • ISIN FR0000989543

Purchase Info

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

Charges

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