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FRWilliam Higgons
William Higgons
- AAA Rated Fund Manager
- Keyword Tags: France Small & Mid Caps
Academic 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).
Professional Background
- President - Portfolio manager of Indépendance et Expansion since 1992
Showcase Investment Fund
Once a fund manager is rated by Vadevalor, the showcase investment fund is the fund chosen to be followed for future results.
Showcase Investment Fund
Indépendance et Expansion France Small
Investment Strategy
Value investing using fundamental analysis
ISIN
LU0104337620
Showcase Investment Fund
AUM
€ 229,700,000
Class
Class X ( C )
Ongoing Charges
Management fees: 1,95%. Performance fees: 10%
10 Main Holdings
| Holdings | % of Fund |
| SII | 6.00% |
| Catana | 6.00% |
| Ipsos | 4.00% |
| Derichebourg | 4.00% |
| Rheinmetall | 4.00% |
| Rheinmetall | 4.00% |
| Delta Plus | 3.00% |
| ALD | 3.00% |
| Groupe Guillin | 3.00% |
| Bilendi | 3.00% |
Table of Returns
The table of returns below show the total, relative and relevant benchmark returns for the fund manager since they first started to manage.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.
Start Date
31 December 1993
Total Years
27
Total Returns
| Total | Annualised | |
| Since Inception | 3558.94% | 13.99% |
| 10 Year Return | 355.51% | 16.37% |
| 5 Year Return | 73.61% | 11.67% |
Benchmark(s) Returns
| Total | Annualised | |
| Since Inception | 726.90% | 7.98% |
| 10 Year Return | 120.49% | 8.23% |
| 5 Year Return | 61.85% | 10.11% |
Relative Returns
| Total | Annualised | |
| Since Inception | 2832.04% | 6.01% |
| 10 Year Return | 235.02% | 8.14% |
| 5 Year Return | 11.76% | 1.56% |
Benchmark(s)
List of Funds
All equity funds managed by the fund manager
| Fund | Region | Market Cap Focus | AUM | Notes |
| Indépendance et Expansion France Small | France | Small & Mid Caps | € 229,700,000 | - |