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DNCA Invest South Europe Opportunities I

Classé 2 sur 470 en - Europe sur 12 mois
All calculations are in EUR unless stated

Géré par

Lucy Bonmartel

Isaac Chebar

Isaac Chebar was born in the vibrant city of Rio de Janeiro. He graduated from the University of Sao Paolo majoring in chemistry, and has been working as a fund manager for 14 years. He currently holds the position of European equity manager at DNCA Finance, and prior to this he worked at Aviva Gestion d’Actifs-Paris, Tocqueville Gestion and SGAM where he also held the position of European Equity fund manager. He currently manages the Centifolia Europe Fund along with Grégoire Scheiff.

Objectif

The Sub-Fund will at all times invest at least two-thirds of its total assets in equities of issuers having their registered office in South Europe (Italy, Spain, Portugal, Greece) or exercising the preponderant part of their economic activities South Europe, within the following limits: South European equities or related financial derivative instruments (such as CFD or DPS): 75% to 100% of its total assets, debt instruments: 0% to 25% of its total assets, non-South European or European equities: 0% to 10% of its total assets.

Performance

Europe sur : 30/09/2016 - 30/09/2017
  • Classement 2/470 Rendement total
  • Classement 469/470 Ecart-type
  • Classement 313/470 Perte maximale

Rendement total

Performance trimestrielle

au 29/09/2017 Annuel T1 T2 T3 T4
2017 9,5% 2,2% 8,1%
2016 -5,8% -12,7% -9,4% 6,5% 11,9%
2015 12,1% 21,7% -2,0% -6,5% 0,5%
2014 5,1% 17,9% -1,5% -1,6% -8,1%
2013 44,4% 6,2% 5,8% 14,0% 12,8%
2012 12,4% 8,4% -11,9% 11,5% 5,6%
2011 -24,4% 6,1% -6,6% -24,2% 0,6%
2010 1,8% 1,8% -7,6% 7,4% 0,8%
2009 29,7% -6,3% 20,3% 13,0% 1,8%
2008 -43,4% -14,4% -6,6% -12,4% -19,2%
2007 1,9% -8,9% -5,1%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Autriche
  2. France
  3. Italie
  4. Luxembourg
  5. Espagne
  6. Suisse

Information sur le fonds

  • Date de lancement16/02/2007
  • Taille de la share class81Mn
  • Devise de baseEUR
  • Code ISIN LU0284395125

Information pour achat

  • Minimum investissement de départ100 000
  • Montant minimum de versements périodiques0

Frais

Sur le même sujet

DNCA hands AAA-rated Auffret Northern Europe equity fund

French asset manager unveils new strategy designed to tap regional differences.

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