EV Smaller Companies Fund
Balance between capital growth and capital preservation
Performance
Closing price *: € 137.08
- Net return 2024: + 1.2 %
- Net annual return: + 5.5 %
- Net return since inception: + 174.2 %
* Returns up to and including 28-02-2025
The value of your investment may fluctuate. Past results are no guarantee for future results. A Key Information Document is available for this product. This includes information about the product, the costs and the risks. Please ask for this information and review it before you buy the product.
Results: Monthly returns
Net Asset Value
The EV Smaller Companies Fund is a long/short equity fund of which the most important characteristics are:
- A concentrated long/short equity portfolio that is actively managed
- Consisting of shares in smaller listed companies with a market capitalization of €500m to €5bn
- With a geographic focus on the Benelux & Germany
- With an emphasis on risk management, where the combination of long and short investments ensures that the portfolio has a risk that is significantly lower than that of the market
- The Fund aims to achieve an average net return of 8% per annum
Managing downside risk
The combination of long and short investments ensures that the portfolio has a risk that is significantly lower than that of the market, and the entry moment is therefore less decisive. Below you can see the developments of the fund during corrections on the stock market.
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