Metropole Euro SRI A

Ranked 52 out of 58 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Cédric Héreng

Isabel Levy

Isabel Levy, Managing Director and Chief Investment Officer, founded in 2002 METROPOLE Gestion, one of the first independent European asset management boutiques. Having arrived in 1998 at CCR Actions, a Commerzbank subsidiary, she managed the first range of Value funds in France. She has 26 years of investment experience.

Ingrid Trawinski

Ingrid Trawinski is Co-Chief Investment Officer and partner of METROPOLE Gestion, one of the first independent European asset management boutiques. She joined the company in 2007 as an equity portfolio manager, and has over 16 years of investment experience.

Objective

The fund objective is to outperform its reference index the Euro Stoxx Large over the recommended investment time horizon of 5 years. The fund's strategy consists of a rigorous selection process of securities said to be Socially Responsible'. The investments in equities of the Euro Zone and denominated in Euros will represent at a minimum 75%; the fund's exposure to equity will be at a minimum of 60%.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.2%
2018 -15.4% -4.0% 1.6% 0.1% -13.4%
2017 8.4% 4.1% 3.0% 3.8% -2.5%
2016 19.2% -0.7% -3.0% 12.7% 9.9%
2015 1.4% 9.4% -5.8% -6.0% 4.6%
2014 -5.6% 3.8% -6.1% -5.5% 2.5%
2013 31.0% 8.9% 2.1% 10.3% 6.8%
2012 20.4% 15.0% -9.5% 6.3% 8.9%
2011 -22.5% 4.7% 2.9% -30.4% 3.5%
2010 8.2% 3.9% -13.8% 13.1% 6.8%
2009 21.6% -12.2% 9.2% 30.3% -2.6%
2008 -3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date09/07/2008
  • Share Class size129Mn
  • Base currencyUnits
  • ISIN FR0010632364

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

  • Annual management1.80%

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