About ESMAX
The Invesco EQV European Small Company Fund Class A is a diversified mutual fund focused on achieving long-term capital growth by investing primarily in small-cap companies across the European region, including both developed and emerging markets. The fund employs a quality growth strategy, emphasizing the selection of reasonably valued, high-quality businesses with strong fundamentals. Its portfolio typically includes about 59 securities, with notable holdings spanning sectors such as technology, industrials, consumer cyclical, and financial services. Key holdings have recently included companies like Exail Technologies, Neurones, ME Group, and Technogym. The fund benchmarks its performance against the MSCI Europe Small Cap Net Return Index (USD), providing exposure to an often overlooked segment of the market. Managed by an experienced investment team with a consistent, bottom-up stock selection process, this fund is recognized for its disciplined approach and differentiation from broader European equity benchmarks. Its role in the financial market is to offer investors targeted access to Europe’s dynamic small-cap sector, aiming for growth opportunities that may differ from those found in larger, established European companies.
Fund Family Invesco
Category World Small/Mid Stock
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ESMAX
Share Class Class A
Index MSCI Europe Small Cap NR USD
ESMAX had a total return of 14.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 19.10%.
