William Higgons

AAA
27 Years of experience

Professional background

President - Portfolio manager of Indépendance et Expansion since 1992

Educational background

William Higgons is a graduate of INSEAD MBA and of Sciences Po Paris. He is a member of the SFAF (Société Française des Analystes Financiers).

Performance

13.99%

Manager Annualised Return Since Inception

7.98%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

13.99%
7.98%
6.01%

10Y

16.37%
8.23%
8.14%

5Y

11.67%
10.11%
1.56%

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.

Indépendance et Expansion France Small
Value investing using fundamental analysis
Benchmark
CAC Mid & Small NR
Class
Class X ( C )
ISIN
LU0104337620
AUM
€ 229,700,000
Ongoing Charges
Management fees: 1,95%. Performance fees: 10%