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Decalia-European Conviction R EUR Cap

classificato 230 su 244 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Rodolphe Gaudin de Villaine

Fund manager at Fédéris Gestion d’Actifs based in Paris, Rodolphe de Villaine CFA has been with the firm since 2005 and manages the Fédéris Croissance Euro, Avenir Euro and Fédéris Ex Euro strategies, dealing in Eurozone equities, using a blended investment style. Rodolphe graduated from the Université Paris Dauphine with a degree in finance and outside of work enjoys music and DIY.

Sandro Occhilupo

Sandro Occhilupo is a financial analyst, fund manager, head of investment strategy and a member of the investment committee at Decalia Asset Management SA. He worked for UBS (Geneva and New York) for five years as a portfolio manager, and then spent 10 years with Banque SYZ & CO as a manager of private and institutional portfolios. He has been co-portfolio manager to the OYSTER Italian Opportunities fund since 2004, with Alfredo Piacentini. Sandro holds a master’s degree in Economics from the University of Geneva and holds the CFA (2001) and CMT (2011) qualifications.

Michele Pedroni

Obiettivo

The Sub-Fund's investment objective is to provide capital growth principally by investing in European equities and other similar instruments. The Sub-Fund will invest at least two-thirds of its net assets in equities and equity related securities (including but not limited to Real Estate Investment Trusts (REITs) qualifying as UCITS eligible closed-ended funds, ADR (American Depositary Receipt), GDR (Global Depositary Receipt)) of companies which are domiciled, headquartered or exercise the predominant part of their economic activity in Europe.

Performance

Europa su un periodo di : 31/12/2017 - 31/12/2018
  • Classificazione 230/244 Rendimento totale
  • Classificazione 192/244 Deviazione Standard
  • Classificazione 226/244 Perdita Massima

Rendimento totale

Performance trimestrale

a 31/12/2018 Annuale T1 T2 T3 T4
2018 -19,9% -5,1% 2,2% 0,1% -17,4%
2017 13,9% 5,5% 2,5% 5,7% -0,3%
2016 -1,0% -8,3% -1,0% 3,6% 5,3%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

  1. Francia
  2. Italia
  3. Lussemburgo
  4. Svizzera

Informazioni sul fondo

  • Inizio collocamento30/12/2015
  • Dimensione share class08Mn
  • Valuta di baseUnits
  • ISIN LU1339148204

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo1
  • Investimento aggiuntivo minimo0

Commissioni

Articoli correlati

Tutti i piani di Decalia per l'Italia tra acquisizioni, nomine e nuovi fondi

La boutique ginevrina del gestore Alfredo Piacentini entra in Italia con un'acquisizione, porta sei fondi Ucits e nomina un ex Oddo Meriten AM come responsabile commerciale.

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