Our funds

M Prime Europe Stocks

ISIN: FR0013433018

All Caps

European Equity

Method

m prime

Investment horizon

Over 5 years

VL

391.94€

09/22/2021

5 years performance

-

Risk

M Prime Europe Stocks is a European equity fund following a systematic approach, targeting companies of all capitalisations whose recent performance momentum is positive and whose risk profile is appropriate.

Its management is based on a dual quantitative model and incorporates ESG criteria.

principles-for-responsible-investment

Before any investment, PLEASE CAREFULLY READ THE KIID AND PROSPECTUS OF THE UCITS.

A fund born of a fruitful collaboration: We are convinced that technology is a tool at the service of asset managers. In this context, Montpensier Finance and Primeview have combined their skills to create a joint laboratory dedicated to the development of systematic management models.

M Prime Europe Stocks : key points

quantitative stock-picking model resulting from the partnership between two experts Montpensier Finance and PrimeView

A European all-cap equity fund  

Based on a dual quantitative model :

  • Screening template
  • The Risk Management Model

Incorporating demanding ESG criteria (MSCI ESG Ratings ≥ BBB at initiation)

M Prime Europe Stocks : investment method

M Prime Europe Stocks is based on a double quantitative model:

  • A screening model, which allows for the pre-selection of 200 stocks from a large European universe based on performance criteria.
graphique m prime europe

1150
stocks

Volumes too low

Unusually low volatilities in absolute terms

Performance
criteria

200
stocks

Dynamic exclusion criteria

Selection criteria

  • A Risk Optimisation model, which selects the best combination of securities from the 200 pre-selected, while limiting the portfolio turnover rate.

Minimising the portfolio turnover rate each month

Optimising the risk/return ratio of overall portfolio

Cap on the weight of small caps

60 to 120 stocks

Maximum weight of each line : 4% based on average transaction volume

Once a month rotation

The objective of the fund is to participate in the rise and fall of the European equity markets by investing in a portfolio with a minimum of 75% exposure to equities from countries in the European Economic Area, selected on the basis of a quantitative process which integrates ESG criteria into the portfolio selection process.

ISIN: FR0013433018

VL

391.94€

YTD

29.94%

5 YEARS PERFORMANCE

-

-

Lower risks typically lower rewards

Higher risks typically higher rewards

 

 

Risk of loss of capital  : the fund does not offer any guarantee of performance nor capital.

Risk associated with discretionary investment management : risk that the fund is not always invested in the best-performing equities.

Equity risk : the equity markets may experience strong fluctuations or even a significant decline. In addition, the Fund may invest up to 60% of its net assets in small cap stocks which, due to their specific characteristics, may present risks for investors.

Sustainability risk : the UCITS is exposed to the risk that an environmental, social or governance event or situation, if it occurs, may have a material adverse effect, actual or potential, on the value of the portfolio securities.

Others risks : foreign exchange market risk, small caps risk, liquidity risk, derivatives market risk, emerging equities risk, interest rate risk, credit risk, derivatives market risk, convertible bonds risk, default risk, liquidity risk,

Risks are detailed in the prospectus.

Inception date

27 february 2020

Legal Status

UCITS IV French-law compliant FCP

AMF classification​

n/a

PEA eligible (France only)​

No

Currency​

EUR

ISIN Codes ​

FR0013433018 (M Prime Europe Stocks IC)

Cost

Refer to the prospectus and each fund share’s KIID in the “download documents” box above.

Investment management company

Montpensier Finance

Custodian

Caceis Bank France

Valuation

Daily (Caceis Fund Administration)

Cut-off

Refer to the prospectus and contact the banking institution that handled the order.

Investment horizon

Longer than 5 years

Approved for distribution in

France

Centralist

Caceis Bank