Expertise in French equities



RICHELIEU FRANCE

More than 20 years of actively managed French equities.

Founded in 1986, Richelieu France has been a pure stock-picking fund from the outset, investing primarily in French companies.

Richelieu France provides investors with access to active management on the French equity market. Managed by Clémence de Rothiacob and Xavier Afresne, it has ranked among the best funds in its category since its creation.




Xavier AFRESNE
Manager

Clémence de ROTHIACOB
Manager


Equity management

 

Performance at 13/09/2019 (Share class R)

Performance since inception * (see chart)
Richelieu France +703.10 %
CAC 40 +289.61 %


Annualised performance since inception *
Richelieu France + 7.66 %
CAC 40 + 4.94 %

* date of the first available NAV.

The figures indicated refer to past years. Past performance is not a reliable indicator of future performance. Performance is calculated with net dividends reinvested for the UCITS and since 01/01/2013 for the index. Sources: internal and Europerformance


Key figures at 13/09/2019 (Share class R)

Richelieu France CAC 40
Net asset value 522.71 € 389.61 €
2019 performance +16.63 % +22.01 %
One-year performance +1.22 % +8.72 %
Five-year performance +28.36 % +43.25 %
Total net assets 50 M€ -

Characteristics

AMF classification: French equities
ISIN code: FR0007373469
Inception date* : 5 July 1991
Reference benchmark: CAC 40
Recommended investment horizon: > 5 years

* The inception date corresponds to the first available NAV


Risk and return profile

The historical data used to calculate this benchmark may not be a reliable indicator of the UCITS’ future risk profile. The risk category associated with this UCITS is not guaranteed and may change over time. The weakest category does not mean a “risk-free” investment. The UCITS’ capital is not guaranteed.

Low risk,
potentially lower
return

High risk,
potentially higher
return

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The above benchmark reflects the UCITS’ volatility over five years based on its exposure to European Union equity markets. It is calculated based on the UCITS’ historical returns and, in the event of insufficient historical data, based on the returns of its reference benchmark.
 
Major risks for the UCITS that have not been sufficiently taken into account by the benchmark are: None


Downloads

Newsletter to unit-holders

KIID (Key Investor Information Document) and prospectus


Our range

 

  • Richelieu Pragma Europe
  • Richelieu Europe Quality