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Bestinver Iberian R

Classé 34 sur 281 en - Zone Euro sur 12 mois
All calculations are in EUR unless stated

Géré par

Ricardo Cañete López

Ricardo Cañete López holds more than 15 years of experience in the finance industry. He manages equity funds at Bestinver having joined the group in November 2014. Prior to this he had been head of equities at Mutuactivos since 2010, where he joined as a fund manager in 2004. Ricardo started his career at Banco Popular Gestión in 1997. He studied business at the Complutense University and is CFA charterholder. Away from the office Ricardo enjoys music and skiing.

Objectif

The fund aims to offer capital growth over an investment horizon of at least five years to outperform a combination of the Spanish and Portuguese Markets. To achieve this objective the Sub-Fund will invest at least 75% of its assets in equities in the Spanish and Portuguese markets, after carrying out fundamental research on shares considered to be undervalued by the market or offering an attractive return. The Sub-Fund will invest up to maximum 25% of its assets in debt securities issued by corporate or sovereign issuers in the euro zone and money market instruments, in order to limit its exposure to equities or to manage its cash.

Performance

Zone Euro sur : 31/10/2017 - 31/10/2018
  • Classement 34/281 Rendement total
  • Classement 26/281 Ecart-type
  • Classement 115/281 Perte maximale
Nom du fonds Currency Risque
24 CNP Actions EMU LF A EUR

8,5

25 Natixis LCR Actions Euro I EUR

8,6

26 Bestinver Iberian R EUR

8,6

27 Lazard Patrimoine PEA EUR

8,6

28 Bestinfund R EUR

8,8

Nom du fonds Currency Perte
113 Montbleu Etoiles EUR

-10,3%

113 Fourpoints Euro Global Leaders R EUR

-10,3%

115 Bestinver Iberian R EUR

-10,3%

116 CPR Euroland Premium - F EUR

-10,3%

117 JPM Euroland Equity A Dis EUR EUR

-10,4%

Rendement total

Performance trimestrielle

au 30/09/2018 Annuel T1 T2 T3 T4
2018 1,5% 3,8% -3,4%
2017 10,1% 7,4% 4,4% -2,3% 0,5%
2016 8,4% -3,9% -3,4% 8,4% 7,7%
2015 7,7% 16,0% -4,8% -8,6% 6,7%
2014 -5,7% 8,7% 1,4% -7,2% -7,8%
2013 28,9% 4,3% 0,3% 13,5% 8,5%
2012 13,1% 1,0% -7,2% 8,6% 11,1%
2011 -14,0% 9,4% -4,1% -19,0% 1,2%
2010 3,4% 1,0% -10,7% 10,9% 3,5%
2009 26,4% -11,5% 18,8% 20,6% -0,3%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. France
  2. Luxembourg

Information sur le fonds

  • Date de lancement29/12/2008
  • Taille de la share class20Mn
  • Devise de baseEUR
  • Code ISIN LU0389174128

Information pour achat

  • Minimum investissement de départ0
  • Montant minimum de versements périodiques0

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).