ODDO BHF Avenir CR-EUR

Fundamental Equity Mid Cap
ODDO BHF Avenir CR-EUR

Unit CR-EUR - EUR ISIN code : FR0000989899

Morningstar®

Rating as of 31 August 2024
France Small/Mid-Cap Equity

Assets under management (million)

569 EUR

NAV N-1 day 4513.14 EUR

NAV at 18/09/2024

4508.97 EUR

YTD -4.74%

Risk indicator*

1 2 3 4 5 6 7

Recommended investment horizon

60
Month

11.15 %

Annualized perf. since inception

0.63 %

12-month performance

ODDO BHF Avenir is a French (at least 70%) small and mid-cap equity fund. 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 France, which often have an international presence, where the price is considered attractive taking long-term prospects into account.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.
* The summary risk indicator (SRI) is a guide to the level of risk of this product compared to other products. It shows how likely it is that the product will lose money because of movements in the market or because we are not able to pay you. It ranges from 1 (low risk) to 7 (high risk). This indicator is not constant and will change according to the fund's risk profile. The lowest category does not mean risk-free. Historical data, such as that used to calculate the SRI, may not be a reliable indication of the fund's future risk profile. There is no guarantee that the investment objectives in terms of risk will be achieved.
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)