Oddo Generation
  • Fund Manager  
    Emmanuel Chapuis
  • Currency  
    EUR
  • Sector  
  • Fund Type  
    FR - FCP
  • Fund Size  
    €230.52 Mio
  • Launch Date  
    06/03/2006
  • Lipper Total Return  

The Funds investment objective is to outperform its benchmark index over an investment horizon of more than five years. The investment strategy aims to develop a portfolio of European companies in all economic sectors and of all market capitalisations. Investments are selected on the basis of a stock-picking strategy based on fundamental analysis and supported by an analysis of core shareholder loyalty and management quality.

Emmanuel Chapuis joined since 2005 in Oddo Asset Management has Analyst/fund manager, CFA, Head of thematic stocks and large caps management. Prior to this, he worked in CM-CIC Asset Management as Equity fund manager (1999-2005) and Goldman Sachs/Archon Group as Financial analyst (1998 to 1999). He has 14 years of experience in asset management. He was graduated in MBA from the Texas Christian University (Dallas/Fort Worth) and also a member of the SFAF (French Society of Financial Analysts).

Performance

1 Year 3 Year 5 Year
Oddo Generation CR-EUR 27.95% - -
MSCI EMU NR EUR -0.32% -0.33% 0.14%
Figures correct as at 30 Apr 2017
Collected - HLDG Top Holdings as at 30/09/2016
HLDG Top Holdings % of fund
SAP SE ORD
5.2%
FRESENIUS MEDICAL CARE AG & CO KGAA ORD
3.26%
SCHAEFFLER AG PFD
3.24%
COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN SCA
3.21%
BANCO SANTANDER SA ORD
3.07%
APERAM SA ORD
3.04%
ROCHE HOLDING AG PAR
3.01%
TELEFONAKTIEBOLAGET LM ERICSSON ORD
2.98%
ZALANDO SE ORD
2.66%
IPSEN SA ORD
2.65%

Fees

Charge Amount Rating
Total Expense Ratio1.44
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.