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Decalia-Silver Generation R

classificato 34 su 244 di - Europa su un periodo di 12 mesi
All calculations are in EUR unless stated

Gestito da

Walid Azar Atallah

Walid Azar Atallah joined Decalia in 2016. He is portfolio manager for Decalia Millennials and Decalia Silver generation. Prior to joining, Walid spent three years at CPR Asset Management as a portfolio manager within the thematic equities team. Walid obtained a masters in trading and risk management from INSEEC Business School in Paris and a Bachelor in Economics from Saint Joseph University in Beirut.

Clément Maclou

Clément Maclou joined Decalia in 2016. He is specialised in consumer trends and the lead portfolio manager of the Decalia Millennials and Decalia Silver generation funds. Prior to joining, Clément spent 11 years with CPR Asset Management (Amundi group). He co-managed for seven years CPR Silver Age Prior to moving to CPR AM, he worked for a year at Martin Maurel Gestion. Clément holds a master’s degree in International Business from IAE in Aix-en-Provence and is SFAF certified.

Damien Weyermann

Damien Weyermann joined Decalia in 2016. He is in charge of cross-sector research of major equity markets and co-portfolio manager for Decalia Millennials and Decalia Silver generation. Damien has over 15 years’ experience as an equity analyst & investment manager. He worked for Lombard Odier, Bank Vontobel, Lloyds and Coutts. Damien holds a bachelor degree in Business Administration & Economics from the University of Geneva. He is a Chartered Financial Analyst (CFA) since 2004.

Obiettivo

The Sub-Funds investment objective is to seek an attractive long term rate of return on European stock markets by investing mainly its assets in equities of sectors that will, based on the Investment Managers opinion, structurally benefit from ageing population such as, for example, financial savings, medical equipment, healthcare, leisure, pharmaceuticals, dependency services, household & personal care, auto manufacturers.

Performance

Europa su un periodo di : 31/12/2017 - 31/12/2018

Rendimento totale

Performance trimestrale

a 31/12/2018 Annuale T1 T2 T3 T4
2018 -8,4% -3,8% 5,2% 4,5% -13,4%
2017 11,9% 6,6% 3,5% 0,2% 1,3%
2016 0,3%

Performance mensile

Rendimento vs rischio

Registrato Per La Vendita In

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

Informazioni sul fondo

  • Inizio collocamento29/07/2016
  • Dimensione share class15Mn
  • Valuta di baseEUR
  • ISIN LU1426102999

Informazioni per l'acquisto

  • Investimento aggiuntivo minimo0
  • Investimento aggiuntivo minimo0

Commissioni

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