EV Smaller Companies Fund

Balance between capital growth and capital preservation

Performance

Morningstar

Closing price*: € 133.95

  • Net return 2023: + 2.5%
  • Net annual return: + 6.1%
  • Net return since inception: + 167.9%

*Returns up to and including 31-01-2023

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.

2007/2008: The Credit Crisis
2011: The Euro Crisis
2018: Interest Rate Concerns & Trade War
2020: The Corona Crisis

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Participeren

If you want to participate in one of our funds, you can do so from €100,000.

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