Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

UniMid&SmallCaps: Europa

Ranked 187 out of 210 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Michael Gierse

Objective

The fund invests in European second-line stocks whereas small- and mid-sized companies are preferred. The fund is actively managed using Stock-Picking and Timing and in consideration of the asset allocation.

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

Performance

European Small & Medium Companies over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -9.1% -7.8%
2015 20.7% 18.7% 0.5% -7.2% 9.1%
2014 4.5% 5.5% -1.7% -2.7% 3.6%
2013 27.8% 6.0% -0.7% 10.9% 9.5%
2012 23.7% 15.6% -5.8% 9.0% 4.2%
2011 -19.0% -0.9% -1.2% -22.2% 6.3%
2010 33.3% 10.3% -5.4% 12.1% 13.9%
2009 46.4% -5.6% 22.1% 23.1% 3.2%
2008 -53.7% -15.1% -2.5% -22.3% -27.9%
2007 -6.8% 6.6% 5.9% -8.9% -9.4%
2006 33.5% 16.8% -5.5% 4.7% 15.6%
2005 36.7% 7.2% 8.3% 13.8% 3.5%
2004 20.8% 8.5% 1.5% -0.2% 9.9%
2003 16.8% 8.2% 9.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Italy
  4. Liechtenstein
  5. Luxembourg
  6. Spain

Fund Info

  • Launch date15/09/1998
  • Share Class size251Mn
  • Base currencyEUR
  • ISIN LU0090772608

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.55%
  • Initial investment4

Related News

Frankfurt-based European equity veteran steps down

Exclusive: €2 billion Union Investment manager set to retire.

How top small caps manager gains an edge

He's number one in the European equity category of our Euro Stars list of the top cross-border managers. So how is small and mid-cap specialist Jürgen Hackenberg playing the recovery in his native Germany?

Europe's star cross-border managers revealed

There is a new way of finding top fund managers whose skills are available in multiple European countries - Citywire's Euro Stars list. You can now search the list of 200-plus fund managers whose products are available in multiple countries and whose risk-adjusted performance consistently beats the benchmark.

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