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Oddo BHF Avenir CR-EUR

Ranked 2 out of 2 in - France Small & Medium Companies over 36 months
All calculations are in EUR unless stated

Managed by

Grégory Deschamps

Frédéric Doussard

Sebastien Maillard

Pascal Riégis

Pascal Riégis was born in Perpignan, France in 1962. He attended the Pau Business School where he gained an MSc degree in economics. Pascal began his career in 1987 as a financial analyst at Paribas and later joined the CIC Group where he worked in equity research. He joined the Oddo Group in 1995 where he was the head of equity research at Oddo Securities. Since 2003, Pascal has worked in the Oddo Asset Management team as a mid cap equity analyst and portfolio manager. Pascal is a member of the SFAF (Société Française des Analystes Financiers) and has been managing funds for over six years. Outside of fund management his interests include tennis, soccer and skiing.

Objective

The Fund seeks to outperform its benchmark index (90% CAC SMID France NR + 10% EONIA TR) over an investment horizon of more than five years. The fund 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.

Showing fund performance in Netherlands View performance globally

Performance

France Small & Medium Companies over : 31/08/2015 - 31/08/2018
  • Rank 2/2 Total Return
  • Rank 1/2 Standard Deviation
  • Rank 1/2 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.8% 3.6%
2017 20.7% 10.3% 4.5% 4.8% -0.1%
2016 7.2% -4.7% 0.9% 7.9% 3.4%
2015 26.8% 14.2% 1.8% 0.2% 8.8%
2014 3.3% 2.9% -0.2% -1.3% 1.9%
2013 23.5% 6.6% 2.2% 6.8% 6.1%
2012 24.4% 12.2% -1.6% 6.4% 6.0%
2011 -11.8% 2.9% 3.1% -18.6% 2.1%
2010 21.8% 8.3% -2.4% 6.2% 8.5%
2009 40.4% -6.8% 19.9% 22.6% 2.5%
2008 -37.5% -12.0% -1.5% -10.3% -19.6%
2007 5.6% 4.5% 6.9% -1.3% -4.2%
2006 28.3% 19.8% -3.7% 1.3% 9.9%
2005 38.5% 10.9% 5.4% 16.9% 1.3%
2004 22.2% 9.6% 5.6% -1.8% 7.6%
2003 19.4% -12.3% 17.2% 9.2% 6.3%
2002 -7.7% 14.7% -6.1% -17.3% 3.6%
2001 -13.1% 0.1% -0.2% -23.2% 13.3%
2000 23.1% 31.6% -7.5% 4.1% -2.8%
1999 57.9% -5.4% 16.6% 5.5% 35.8%
1998 13.0% 21.5% 11.1% -21.6% 6.8%
1997 12.8% 13.3% 1.4% 1.0% -2.8%
1996 36.4% 23.1% 7.3% -3.3% 6.7%
1995 -2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Netherlands
  6. Switzerland

Fund Info

  • Launch date14/09/1992
  • Share Class size905Mn
  • Base currency
  • ISIN FR0000989899

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0.001

Charges

  • Annual management1.80%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).