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Indépendance et Expansion France Small A(C)

Indépendance et Expansion France Small A(C) is a Luxembourg-domiciled mutual fund that invests in French small-cap equities. The fund focuses on small-capitalization companies in France, seeking capital appreciation through active management of a concentrated portfolio.

ISIN

LU0131510165

NAV History

Performance

Latest NAV: 944.95(2026-05-21)

1M

+2.8%

3M

+3.3%

6M

+11.1%

YTD

+6.5%

1Y

+11.6%

3Y

+32.5%

5Y


Risk Metrics (1Y)

Volatility

11.0%

Sharpe Ratio

1.22

Max Drawdown

-8.2%

Overview

Indépendance et Expansion France Small A(C) is a Luxembourg-domiciled mutual fund that invests in French small-cap equities. The fund focuses on small-capitalization companies in France, seeking capital appreciation through active management of a concentrated portfolio.

Available Data (1 series)

Net Asset Value

Country Exposures (1)

Frequently Asked Questions

What is the 1-year return of Indépendance et Expansion France Small A(C)?

Indépendance et Expansion France Small A(C) has a 1-year return of +11.6% as of 2026-05-21.

What is the risk profile of Indépendance et Expansion France Small A(C)?

Over the past year, Indépendance et Expansion France Small A(C) has an annualized volatility of 11.0%, a Sharpe ratio of 1.22, a maximum drawdown of -8.2%.

What is the ISIN of Indépendance et Expansion France Small A(C)?

The ISIN (International Securities Identification Number) of Indépendance et Expansion France Small A(C) is LU0131510165.

Identifiers

ISIN
LU0131510165

Download Data

NAV time series available via API.

API Access

# Get fund view
GET /api/v1/funds/LU0131510165

# Get time series data
GET /api/v1/timeseries/ticker/{ticker}