William Higgons

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William Higgons

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.
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Showcase Investment Fund

Indépendance et Expansion France Small

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Investment Strategy

Value investing using fundamental analysis

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ISIN

LU0104337620

Showcase Investment Fund

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AUM

€ 229,700,000

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Class

Class X ( C )

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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.

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Start Date

31 December 1993

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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)

CAC Mid & Small NR

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 -