NOBC Europe Expansion

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Small and medium European companies

NOAM Europe Expansion seeks out long-term performance without restrictive reference to an index. The fund managers select mid-sized European securities offering reasonable valuations and positioned in a buoyant niche market, ensuring steady growth.
During regular meetings with the company managers, the fund managers assess the relevance of their strategy as well as their ability to seize growth opportunities that do not undermine the companies’ financial equilibrium.
The fund’s composition is a result of the application of strong choices while at the same time ensuring a diversity of investment themes and the portfolio’s pure European orientation.

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Why invest in NOAM Europe Expansion?

  • to achieve capital appreciation over the medium term by investing in the strategic vision of genuine entrepreneurs;
    • ;
  • to benefit from a diversification tool with an attractive risk/return profile;

  • to take advantage of a liquid vehicle dedicated to mid-sized securities.

    • Performances

    Calculate Performance :

    from to  
    Month to date 1 year (rolling) 5 years (rolling)
    -5,17% from 30/04/2012 to 14/05/2012 -14,02% from 13/05/2011 to 14/05/2012 -28,73% from 14/05/2007 to 14/05/2012

    Characteristics

  • ISIN code : FR0010004630
    		•
  • Index: DJ Stoxx Small 200
    		•
  • Investment horizon: >5 years
    		•
  • Manager: Karen Decque
    		•
  • Management Fees: 1.75%
  • Entry/exit fees: 2%/0%
    		•
  • Subscriptions/redemptions: before 5.30pm
    		•

    Documentation available

    Télécharger le doc pdf Monthly Report of 30/03/2012   See archives
    Télécharger le doc produit Simplified prospectus Télécharger le doc produit Full prospectus  

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    Overall Morningstars end of mars 2012, source - 2012 Morningstar, Inc. All rights reserved.

    Past performances offer no guarantee for future results. Noncontractual information.