Isabel Levy

AAA
18 Years of experience

Professional background

Managing Director - Co-Chief Investment Officer at Metropole Gestion. Head of European Fund Management at CCR Actions (1998-2002), she managed the first range of value funds in France. Prior to that, she was a portfolio manager for a Japanese equity fund at BAII (BNP Group) (1987-1996), then a mutual fund manager at BTP Investissements (1996-1997) and at Dexia AM (1997-1998).

Educational background

SFAF* member (2001), DESS (post-graduate degree) in Currency, Banking and Finance (Paris I University, 1984), Masters degree in Economics (Paris I University, 1983).

Performance

6.48%

Manager Annualised Return Since Inception

6.46%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

6.48%
6.46%
0.02%

10Y

4.79%
7.72%
-2.93%

5Y

3.99%
8.91%
-4.92%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Metropole Selection
Value investing using fundamental analysis
Benchmark
MSCI Europe, Net (€)
Class
Class A
ISIN
FR0007078811
AUM
€ 571,000,000
Ongoing Charges
1.55%