Oddo Avenir Europe
  • Fund Manager  
    Pascal Riégis
  • Currency  
    EUR
  • Sector  
    European Equity Sector
  • Fund Type  
    Open Ended
  • Fund Size  
    1.02 Bio
  • Launch Date  
    25/05/1999
  • Lipper Total Return  

Oddo Avenir Europe is a European small and mid cap equity fund, invested in companies having their registered office in the European Union or an OECD member state. It aims to be permanently invested in equities, targeting long-term capital growth. It primarily selects some of the best performing cyclical and non-cyclical companies in Europe, which often have an international presence, where the price is considered attractive taking long-term prospects into account.

Pascal Riégis joined since 2003 in Oddo Asset Management has Analyst/fund manager, Head of European Mid & Small Caps equity management. Prior to this, in 1995-2003 he worked in Oddo Securities as Head of Equity Research, in 1990-1995 CIC Group as Equity Research and in 1987-1990 Paribas as Financial Analyst. He completed graduation in Ecole Supérieure de Commerce in Pau and also member of the SFAF. He has 26 years of experience in asset management.

Performance

1 Year 3 Year 5 Year
Avenir Europe 8.63% 45.49% 88.49%
MSCI Europe SMID NR EUR 0.46% 38.83% 91.45%
Figures correct as at 31 Aug 2016
Derived - GICs Sector as at 31/12/2015
Sector % of fund
Health Care
32.89%
Industrials
23.91%
Consumer Discretionary
19.95%
Information Technology
11.61%
Non Classified Non Equity
4.9%
Consumer Staples
3.1%

Fees

Charge Amount Rating
Total Expense Ratio1.90
Data provided by Lipper. Care has been taken to ensure that the information is correct, but PIP Financial neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.