Promepar PME Opportunités
- An Equity fund invested in French small and mid cap stocks
- The portfolio management team tries to capture the high returns offered by the asset class through agile stock picking aimed at selecting solid, fast-growing companies
- The fund is eligible for PEAs (personal equity plans) and SME-oriented PEAs.
Since October 31, 2024, the fund no longer has the classification ‘French equities,’ and the related constraint that limited exposure to 10% in markets other than France has therefore been removed.
See the KID & Prospectus for more information.
The small and mid cap universe abounds in fast-growing, profitable companies, innovation and M&A deals.Dickson Moutapam - Manager
to 09.01.2025185 575.87€
Fund documents
Performance
Past performances are not a reliable indicator of future performances. The value of the investment may vary with market fluctuations and investors may lose some or all of their initially invested capital, as the funds do not offer a capital guarantee.
Past performances are not a reliable indicator of future performances.
Performance track record (by year)
| NAV | Year-to-date | 2024 | 2023 | 2022 | 2021 | 2020 | Volatility (5 ans) | |
|---|---|---|---|---|---|---|---|---|
| Evolution | 185 575.87 €au 09.01.2025 | 0.28% | -10.92% | -1.25% | -17.94% | 27.37% | 12.5% | 18.46% |
| Evolution | |
|---|---|
| NAV | 185 575.87 €au 09.01.2025 |
| Year-to-date | 0.28% |
| 2024 | -10.92% |
| 2023 | -1.25% |
| 2022 | -17.94% |
| 2021 | 27.37% |
| 2020 | 12.5% |
| Volatility (5 years) | 18.46% |
Past performances are not a reliable indicator of future performances. Rolling 5-years volatility is calculated on a monthly basis, at the end of each month (when the data is available).
Portfolio management team
Dickson MOUTAPAM
Equity Portfolio Manager & Analyst
At the heart of financial markets since 2021
- Equity Portfolio Manager & Analyst at Promepar Asset Management since 2021
Master’s 2 in Finance & Asset Management from the University of Paris 1 Panthéon-Sorbonne in 2021
Jérôme LIEURY
Head of Equity Strategy
At the heart of financial markets since 1987
- Entered finance as a negociator in the fixed income market in 1987
- Analyst – Portfolio Manager at HSBC Private Bank France for 16 years
- Lecturer of Financial Analysis and Corporate Finance in Business and Engineering Schools
- Financial Analyst – Small & Midcaps Specialist at Promepar Asset Management since 2015
Degree from ESCP Europe in 1987 in Finance – DESCAF degree from ESC Rouen in 1976 – Member of the SFAF (French Financial Analysts Association)
Features
The information presented above should not be interpreted as binding or as investment advice. Past performances are not a reliable indicator of future performances. Management fees are included in the fund performances. The value of the investment may vary with market fluctuations and investors may lose some or all of their initially invested capital, as the funds do not offer a capital guarantee. Access to the products and services presented here may be subject to restrictions applicable to certain persons or countries. Tax treatment depends on each individual’s situation. The risks, fees and recommended investment period for the mutual funds presented here are described in the KIDs (Key Information Documents) and prospectuses available on this website. The KID must be provided to the subscriber prior to subscription.