Today, the Kempen (Lux) Global Small-cap Fund celebrates its three-year track record. In July 2014, the fund started out with 6 million euros under management. In March of this year, the milestone of 100 million euros in assets under management was achieved. By the end of June 2017, this figure had risen to 146 million euros. The average annual return of the fund over this period of time is 15.0% compared to 12.6% for the MSCI Small Cap Index*. For many institutional investors, the three-year track record is an important requirement to come aboard.
Jan Willem Berghuis, head of the Global Small-cap team, is proud to have been able to achieve this milestone: ‘Our strong performance in the first three years proves that our specialty is able to add value to the portfolios of our clients across the globe. The three-year track record forms the basis for further growth of the fund.’
The Global Small-cap team consists of four highly experienced and motivated portfolio managers who conduct extensive fundamental research into the companies in which they invest. A rigorous selection process leads to a globally diversified portfolio of approximately 75 companies in various sectors of industry.
Kempen has been a specialist in small-cap investment for over 25 years, having started out in 1991 with the first small-cap fund, the Kempen Orange Fund. In the meantime, the number of small-cap investment funds has grown, and today, the wealth manager offers clients access to five different small-cap funds.
* Average annual performance after deduction of expenses of the Kempen Global Small-cap Fund (I-class) from its launch on 8 July 2014 until the end of June 2017. The value of your investment may fluctuate. Past performance is no guarantee for the future.