Home page > Our funds > Promepar PME Opportunités - O

Promepar PME Opportunités

Equity ISIN : FR0012300739
  • An Equity fund invested in French small and mid cap stocks
  • The portfolio management team captures 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.

See the KIID-Prospectus for more information.

The small and mid cap universe abounds in fast-growing, profitable companies, innovation and M&A deals.Renaud Ramette - Manager
Net asset value
to 06.12.2018
214.85€
YTD perf.-23.22%
1Y rolling perf.-20.35%
3Y rolling perf.11.84%
5Y rolling perf.-
Risk-reward profile Lower risk Higher risk
1 2 3 4 5 6 7
Typically lower
rewards
Potentially higher
rewards
AuM55.1 M€
Recommended investment period5 years

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)

 Evolution
NAV214.85 €au 06.12.2018
Year-to-date-23.22%
201725.4%
201614.72%
201529.83%
2014-
2013-
Volatility (5 years)0%

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

Renaud RAMETTE

Manager

At the heart of financial markets since 2000

  • Financial Analyst – Small & Mid Caps
  • Head of Sales at an IT financial service provider for 4 years
  • Joined Promepar AM in 2008 as Investment Advisor
  • Equity Portfolio Manager for 9 years

Master’s in Banking and Finance from Université Panthéon Assas (Paris II) in 2000 and Certified International Investment Analyst Degree from SFAF in 2014

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 for 16 years at HSBC Private Bank France
  • Lecturer of Financial Analysis and Corporate Finance in Business and Engineering Schools
  • Financial Analyst – Small & Midcaps at Promepar AM 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

Objectif de gestion
Eligible for PEAs (personal equity plans) and SME-oriented PEAs, the Fund invests in predominantly French small and mid cap companies, prioritising names shown by our analysis to offer visible, high-quality profit growth.
Inception date
18/12/2014
Legal form
FCP (UCITS)
AMF classification
France Equity
Currency of denomination
Asset management company
Promepar AM
Country of registration
France
Recommended investment period
5 years
Depositary bank
CACEIS
Statutory auditor
PWC SELLAM
Bloomberg
PROMPMO FP Equity
Benchmark index
CAC Mid & Small NR
Approval date
18/11/2014
Subscription fees (Max.)
3%
Fixed management fee (Max.)
2,50%
Variable management fees
-
Indirect management fees
1% (Max.) for redemption exceeding 2M€
Minimum number of units at subscription
0,01
Subscription procedure
Subscriptions and redemptions are processed centrally every market trading day at 12:00 p.m. (Paris time) by CACEIS. These orders are for a whole number of units or a fractional number of units (hundredths of units) and are executed on the basis of the next NAV, i.e. at an unknown price.

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 KIIDs (Key Investor Information Documents) and prospectuses available on this website. The KIID must be provided to the subscriber prior to subscription.