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DNCA Invest Eurose I

classificato 44 su 96 di - Multi Asset Prudenti EUR su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Philippe Champigneulle

Philippe Champigneulle works at DNCA Finance where he runs bond and mixed asset portfolios. For his fixed income funds he uses a fundamental approach, and he adopts a bottom up, value style of investing for his mixed asset strategies. Philippe was born in Saint Etienne in France and is currently based in Paris. He studied actuarial science at the University of Lyon, and holds membership of the Institut des Actuaires Francais. Outside of fund management he enjoys skiing.

Adrien Le Clainche

Jean-Charles Mériaux

Jean-Charles Mériaux was born in 1959 and holds a Doctorate in Economics and Mathematics. He joined DNCA Finance in Paris in 2002 where he is currently the chairman and chief executive officer. Prior to this he worked at LCF Rothschild where he was head of European and French equities, and before this he worked at Oddo & Cie as a fund manager in 1987. Jean-Charles has been managing funds for over 21 years.

Jacques Sudre

Jacques Sudre currently is a portfolio manager at DNCA Finance where joined the DNCA Finance bond management team in January 2013. He began his career at Natixis London in the LBO & Acquisition financing department. In 2005, he returned to France where he managed the Vallauris CLO I & II funds at Natixis. He then became Head of the Credit team and Head bond manager at Anaxis Asset Management in 2010. He is a graduate of ESCP Business School and also holds a master’s degree in Business Management from Paris II Assas University.

Obiettivo

The Sub-Fund seeks to outperform the 20% EUROSTOXX 50 + 80% EURO MTS composite index, calculated with dividends reinvested, over the recommended investment period. The overall investment strategy of the Sub-Fund is to seek to enhance the return on a wealth investment. Through active management of a portfolio of Euro denominated equities and fixed income products. It aims to provide an alternative to investments in bonds and convertible bonds (directly or through mutual funds) as well as an alternative to Euro denominated funds benefitting from a capital guarantee.

Performance

Multi Asset Prudenti EUR su un periodo di : 31/03/2015 - 31/03/2016

Rendimento totale

Performance trimestrale

a 31/03/2016 Annuale T1 T2 T3 T4
2016 -1,6%
2015 3,6% 6,2% -1,4% -2,7% 1,7%
2014 5,0% 3,6% 1,3% -0,9% 0,9%
2013 11,3% 1,3% 1,5% 5,3% 2,8%
2012 10,8% 4,2% -0,1% 2,5% 3,8%
2011 -0,7% 1,8% 1,5% -5,3% 1,5%
2010 4,9% 2,9% -1,9% 2,8% 1,0%
2009 17,5% 1,6% 6,9% 6,2% 1,9%
2008 -4,2% -0,4% 0,2% -1,2% -2,9%
2007 0,6% 0,8%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Poland
  8. Spain
  9. Switzerland

Informazioni sul fondo

  • Inizio collocamento21/06/2007
  • Dimensione share class1.456Mn
  • Valuta di baseEUR
  • ISIN LU0284394151

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo100.000
  • Investimento aggiuntivo minimo0

Commissioni

La performance è relativa al periodo indicato (da fine mese a fine mese, bid/bid, reddito lordo reinvestito, calcolato in EUR).