Funds to watch: Three-year performance review
15 Apr 16
Morningstar shines a spotlight on the top-ranked European ex UK equity funds over the past three years, according to senior analyst Muna Abu-Habsa.
Despite holding a negative Morningstar analyst rating, LO Funds – Eurozone Small & Mid Caps, has performed strongly over the past three years relative to the broad market index. However, it has lagged its Morningstar peer group over the past three- and five-year periods. Managers Xavier LaGrandie and Michel Leblanc invest in small- and mid-cap value-oriented companies
whose market cap is between €200m and €10bn.
