ODDO BHF Active Small Cap CR-EUR

Small Cap ODDO BHF Active Small Cap CR-EUR Unit CR-EUR - EUR ISIN code : FR0011606268
Morningstar®
Rating as of 30 Avril 2023
Europe Small-Cap Equity
Assets Under Management (million) 393 EUR NAV N-1 day 228.11 EUR
NAV at 05/06/2023 227.72 EUR YTD 4.88%
Risk/return scale 1 234567 12-month performance -8.38 %
Recommended
investment
horizon 60
month
Annualized perf. since inception 9.02 %
At least 75% of the fund is invested in equity securities issued by small and intermediate companies in Europe, its aim being to outperform the MSCI Europe Small Cap Hedged Euro (NR) index over a minimum investment period of five years. Through active management, it seeks to select the best opportunities among the shares of growth companies – structural growth, restructuring. It can also invest, depending on the economic environment, on the theme of mergers and acquisitions. In portfolio construction, management focuses on the momentum, liquidity and valuation of securities (reasonable prices).The Fund is a financial product that promotes environmental and social characteristics as defined in Article 8 (1) of Regulation (EU) 2019/2088 of 27 November 2019 on sustainability-related disclosures in the financial services sector (“SFDR”). The ESG (Environmental and/or Social and/or Governance) approach is based on ODDO BHF AM's proprietary model.
Investors are reminded that past performance is not a reliable indication of future returns and is not constant over time.

Annual performances (rolling 12 months)

Calendar performance of the fund