Dorval Drivers SMID Continental Europe
Key points
- Satellite core management, with over 80% of the portfolio invested in small- and mid-cap companies benefiting from buoyant structural trends and/or an exceptional business model.
- A satellite portion invested dynamically to capitalize on current thematic and factorial opportunities.
- Active management based on conviction, guided by a rigorous management process that places sustainability factors at the heart of its approach.
- A PEA-eligible fund with the SRI label, classified under article 8 of the SFDR with a minimum sustainable investment content of 40%.
- A fund exposed to the risk of capital loss
Evolution of performance
12/31/25 - 10/15/26
Past performances are no guarantee of future performances. The performance calculations are net earned dividends reinvested for the UCITS. The performance calculations for the benchmark indicator are reinvested net earned dividends.
Performance scenarios
This document is intended to present the performance scenarios displayed in the PRIIPS KID on a monthly basis. The figures shown include all costs of the product itself, but not necessarily all fees due to your advisor or distributor. These figures do not take into account your personal tax situation, which may also affect the amounts you receive. The tax laws of the retail investor's home Member State may affect the actual amounts paid. What you will get from this product depends on future market performance. Market performance is random and cannot be accurately predicted. The unfavorable, intermediate and favorable scenarios presented are illustrations using the best and worst performance, as well as the median performance of the fund over the past ten years. Markets could move very differently in the future. The stress scenario shows what you could get in extreme market situations. Retail investors may lose some or all of the amount invested. The performance scenarios have been developed in accordance with current regulatory requirements. However, they do not constitute a commitment on the part of Dorval Asset Management and cannot prejudge the actual performance of the product. The amounts shown in euros represent an average annual return.
| Recommended investment period: years Example of investment : Scenarios Select... | If you get out after 1 year | If you get out after years | |
|---|---|---|---|
| Minimum | There is no guaranteed minimum return. You could lose all or part of your investment. | ||
| Tensions | What you could get after deducting costs Average annual yields | ||
| Unfavorable | What you could get after deducting costs Average annual yields | ||
| Intermediate | What you could get after deducting costs Average annual yields | ||
| Favorable | What you could get after deducting costs Average annual yields | ||
The essential
- INVESTMENT UNIVERSEEuropean small and mid-cap equities, excluding the UK, with a market capitalisation of less than €12 billion at the time of investment in the security
- REFERENCE INDICATORBloomberg Europe DM ex UK Small Cap Net Return Index EUR, calculated net dividends reinvested, since 12/31/2024
- MINIMUM RECOMMENDED INVESTMENT HORIZON5 years
Performances
Performances net of management fees
Past performances are no guarantee of future performances. The performance calculations are net earned dividends reinvested for the UCITS. The performance calculations for the benchmark indicator are reinvested net earned dividends.
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One last question ?
- The economist Jean Bodin wrote that "The only wealth is man". When devising the Dorval Manageurs Small Cap Euro fund, we set out on the following premise: when the "manager-company" combination works, performances are never far behind. Our job is therefore to identify companies whose directors have managerial skills that align with the company's strategy. This expertise is particularly important because the small and mid cap universe is where quality of management is the most decisive for the success of an investment."
- "We decided to not restrict ourselves to a completely French offering and to go beyond our borders to find the most interesting companies in the eurozone that meet our criteria."
- "To determine directors' qualities we look in particular at their experience, their team, their track record on external growth, etc. Stock-picking is more than just a theoretical analysis, it involves systematic and regular meetings with the directors of these companies."
Warnings
The information provided is neither contractual in nature nor serves as investment advice.
Past performance is no indicator of future performance. Capital invested is not guaranteed. It is advisable to follow the minimum recommended investment horizon. The characteristics, risks and charges concerning this investment are detailed in the fund prospectus, which is available free of charge from the asset management company.
The tax treatment depends on each client's situation and is subject to change at a later date. Each mutual fund may not be suitable for all investors. The risks of investing in a mutual fund are described in the Prospectus for this mutual fund, which can be downloaded from this site. Dorval Asset Management invites the individuals concerned to familiarise themselves with it.
Dorval Asset Management may not be held liable for any decision taken or not taken based on information contained in this document, or for how it may be used by a third party.
The investor must be given the Key Investor Information Document before subscribing.
Pursuant to provisions in Council Regulation (EU) No 833/2014, the purchase of units/shares in Dorval Asset Management’s funds is prohibited for all Russian and Belarusian nationals, as well as any individuals who are resident in Russia or Belarus and any legal person, entity or body established in Russia or Belarus, apart from nationals of a Member State and individuals holding a temporary or permanent residence permit in a Member State.