ODDO BHF Avenir Euro CR-EUR

Mid Cap ODDO BHF Avenir Euro CR-EUR Unit CR-EUR - EUR ISIN code : FR0000990095
Morningstar®
Rating as of 30 Avril 2023
Eurozone Mid-Cap Equity
Assets Under Management (million) 424 EUR NAV N-1 day 315.61 EUR
NAV at 01/06/2023 318.12 EUR YTD 8.70%
Risk/return scale 1 234567 12-month performance 1.58 %
Recommended
investment
horizon 60
month
Annualized perf. since inception 9.18 %
ODDO BHF Avenir Euro is a Euro Zone equity fund invested in small and mid caps with a maximum of 10% in companies domiciled outside the Euro Zone. It aims to be permanently invested in equities, targeting long-term capital growth. It selects some of the best performing cyclical and non-cyclical companies in the Euro Zone, 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.
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