ODDO BHF Avenir Europe CR-EUR

Fundamental Equity Mid Cap
ODDO BHF Avenir Europe CR-EUR

Unit CR-EUR - EUR ISIN code : FR0000974149

Morningstar®

Rating as of 30 November 2024
Europe Mid-Cap Equity

Assets under management (million)

1289 EUR

NAV N-1 day 639.01 EUR

NAV at 11/12/2024

641.38 EUR

YTD -1.25%

Risk indicator*

1 2 3 4 5 6 7

Recommended investment horizon

60
Month

7.54 %

Annualized perf. since inception

0.91 %

12-month performance

ODDO BHF Avenir Europe is a European small and mid cap equity fund, invested in companies having their registered office in the European Union or in a European 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.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 performance (rolling 12 months)