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SSgA EMU Equity Fund I EUR Cap

Ranked 10 out of 27 in - Eurozone over 12 months
All calculations are in DKK unless stated

Managed by

Eric Chatron

Eric Chatron is based in Paris and is a Portfolio Manager for State Street Global Advisers. He has been with the firm since 1998 and manages the SSgA Europe Alpha Equity Fund dealing in European equities, he also manages other funds dealing in European and Eurozone small caps. He is a member of the CFA Institute and graduated from the Paris-Dauphine University where he studied Finance and Economics.

Objective

The Fund seeks to provide an investment return in excess of the performance of the MSCI EMU Index (the Index) over the long term. The Fund invests in equity securities of companies in countries in the European Monetary Union, and denominated in euro, that the Investment Manager considers to be undervalued in light of their growth potential. The Investment Manager chooses investments for the Fund based on its analysis of how companies fare with respect to three broad categories: Value, Growth and Quality.

Showing fund performance in Denmark View performance globally

Performance

Eurozone over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.1% 0.5% 1.0%
2017 14.7% 7.1% 1.9% 4.9% 0.1%
2016 4.7% -8.3% -3.8% 7.7% 10.3%
2015 15.1% 20.9% -4.1% -8.4% 8.4%
2014 1.6% 3.1% 0.5% -1.4% -0.6%
2013 30.1% 2.0% 2.4% 10.6% 12.7%
2012 22.3% 10.6% -7.3% 11.5% 7.0%
2011 -19.7% 2.8% 0.3% -25.7% 4.8%
2010 5.0% 0.9% -7.5% 6.9% 5.3%
2009 22.5% 21.4% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date21/01/2009
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN LU0379090334

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment1,000

Charges

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