ORIENTATION AND OBJECTIVES

Sextant PME is an equity fund in European SMEs/ISEs constructed independently of any reference index, based on selecting individual companies. It is eligible for both the French Equity Savings Plan (Plan d'Epargne en Actions, PEA) and the French Equity Savings Plan for SMEs (Plan d'Epargne en Actions PME, PEA-PME), with at least 75% invested in shares of European SMEs/ISEs.

COORDINATING MANAGER

Raphaël Moreau

ISIN CODE
FR0010547869
DATE CREATED
01/01/2014*
RECOMMENDED INVESTMENT PERIOD
> 5 years
LISTING FREQUENCY AND CURRENCY
Daily/Euro

* The fund started following a new direction on 01/01/2014
Annualised performance
1 year 1,76% 5 years -
3 years 15,12% Date Creation 17,79%
FINANCIAL CHARACTERISTICS
TAX PROVISIONS
The tax treatment depends on the individual situation of each investor, and may be subject to change.
REFERENCE INDEX
CAC Small NR
CLASSIFICATION
European Union countries equities mutual fund
CUSTODIAN AND VALUER
CACEIS
RISKS

Sextant PME is an equity fund and may experience strong downward fluctuations. You should regard it as an investment with a horizon of at least 5 years.

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History
Perf. YTD 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 Cumulative
4,76 %
14,16 % 24,49 % 24,69 % 13,49 % - - - - - - - - ? - - 110,67 %

Warning: past performance is not indicative of future performance
Legal Notice - Regulatory information - Policy for selecting intermediaries
© Amiral Gestion, a French simplified joint stock company (société par actions simplifiée) with 629,983 Euros of share capital - Asset management company authorised by the French Financial Markets Authority under number GP-04000038
Insurance brokerage company registered in the French Register of Insurance Intermediaries (ORIAS) under number 12065490.