Inscrivez-vous pour avoir accès illimité à toute la base de données Citywire sur les gérants de fonds. L’inscription est gratuite et ne prend que quelques minutes.

Amundi - KBI Aqua (C)

Classé 16 sur 45 en - Thèmes globaux sur 12 mois
All calculations are in EUR unless stated

Géré par

Catherine Cahill

Catherine Ryan works at Kleinwort Benson Investors as a portfolio manager for the Kleinwort Benson Investors Water Strategy. She joined the Environmental Strategies team in October 2009 and has been at the firm since 2008 when she joined to manage the firm’s Irish equity portfolios. She has 14 years of investment management experience. Prior to joining the firm, Catherine worked for various fund management companies including Seneca Capital Management in San Francisco, Goodbody Stockbrokers and Pilot View Capital in Ireland. Catherine holds a BA International Business from Dublin City University and is a registered representative of the Irish Stock Exchange. Catherine has also completed Level 1 of the CFA programme.

Matthew Sheldon

Matthew Sheldon is a portfolio manager at KBI and is responsible for the development of investment strategy as well as the day-to-day management of the Water strategy. Matt joined the Water team in April 2011. He has extensive specialist knowledge and experience in investing in the water sector, including both global public listed equities and private equity. Prior to joining the firm, Matt worked at Water Asset Management where he was an investment analyst and at Wedge Capital Management where he was an equity analyst. Matt graduated summa cum laude from Tufts University with a BS in chemical engineering, holds an MBA in finance from Columbia Business School and is a CFA charterholder and member of the CFA Institute.

Objectif

The objective of the fund seeks to allow its shareholders to obtain a performance of their investment, over the Investment recommended period, with a focus on international companies exposed to the the water theme The investment strategy aims to select, out of approximately 150 stocks, and on the basis of fundamental and qualitative analysis, the international values considered to be the most performing securities in the equity water sector.

Performance

Thèmes globaux sur : 30/06/2017 - 30/06/2018
  • Classement 16/45 Rendement total
  • Classement 27/45 Ecart-type
  • Classement 26/45 Perte maximale

Rendement total

Performance trimestrielle

au 30/06/2018 Annuel T1 T2 T3 T4
2018 -6,2% 4,6%
2017 14,2% 6,9% -1,0% 2,1% 5,7%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. France

Information sur le fonds

  • Date de lancement16/12/2016
  • Taille de la share class41Mn
  • Devise de baseEUR
  • Code ISIN FR0013216207

Information pour achat

  • Minimum investissement de départ0,001
  • Montant minimum de versements périodiques0,001

Frais

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).