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BNP Paribas Aqua Classic

Classé 25 sur 48 en - Thèmes globaux sur 12 mois
All calculations are in EUR unless stated

Géré par

Hubert Aarts

Hubert Aarts is a Managing Director and Co-Head of Listed Equities along with Bruce Jenkyn-Jones. Hubert is Co-Portfolio Manager for Impax’s Leaders and Water Strategies. Hubert also leads Impax's macro-economic research process. He started his career in the investment industry in 1990 and joined Impax in January 2007. He has extensive experience investing in Pan-European equities as a portfolio manager at MeesPierson and Merrill Lynch Investment Managers, where he chaired the European Sector Strategy Group. Hubert joined Impax from Cambrian Capital Partners LLP where he was a partner and portfolio manager of the Curalium fund, and Incremental Leveraged hedge funds. Hubert has a Master's degree in Economics and Business Administration from Maastricht University.

Bruce Jenkyn-Jones

Bruce Jenkyn-Jones is the managing director of the listed equity team and oversees Impax's long-only investment strategies. He is responsible for the development of the investment process, research and team development. He also has an active role in the day to day management of all Impax listed equity portfolios. Bruce joined Impax in 1999 where he worked initially on venture capital investments before developing the listed equity business. Before joining Impax, Bruce worked as a utilities analyst at Bankers Trust and as an environmental consultant for Environmental Resources Management (ERM). He has an MBA from IESE in Barcelona, an MSc in environmental technology from Imperial College and a degree in chemistry from Oxford.

Objectif

The management objective of the UCITS is to obtain, over a minimum investment horizon of 5 years, an annualized performance comparable to that of the benchmark, the MSCI World in euro, dividends reinvested, by an investment in shares of companies meeting extra-financial criteria of socially responsible management, related to water sector.

Performance

Thèmes globaux sur : 31/10/2017 - 31/10/2018
  • Classement 25/48 Rendement total
  • Classement 26/48 Ecart-type
  • Classement 23/48 Perte maximale
Nom du fonds Currency Rendement total
23 Pictet-Water-P EUR EUR

-4,6%

24 Amundi Fds CPR Global Agriculture - AU (C) EUR

-4,7%

25 BNP Paribas Aqua Classic EUR

-4,7%

26 KBI Water A EUR EUR

-4,7%

27 PARVEST Aqua Classic Cap EUR

-4,7%

Rendement total

Performance trimestrielle

au 30/09/2018 Annuel T1 T2 T3 T4
2018 -4,5% 3,7% 4,3%
2017 11,5% 6,8% -1,7% 2,8% 3,4%
2016 12,0% -1,2% 6,1% 4,4% 2,3%
2015 12,5% 14,6% -3,4% -7,8% 10,1%
2014 14,5% 2,5% 3,4% 1,1% 6,9%
2013 21,4% 11,1% -3,7% 6,1% 7,0%
2012 20,9% 14,2% -0,7% 2,9% 3,7%
2011 -8,5% -3,5% -1,7% -11,7% 9,2%
2010 21,6% 6,1% 0,5% 0,2% 13,8%
2009 33,1% -5,0% 19,1% 9,2% 7,7%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. France
  2. Italie
  3. Luxembourg
  4. Suisse

Information sur le fonds

  • Date de lancement03/12/2008
  • Taille de la share class1 646Mn
  • Devise de baseEUR
  • Code ISIN FR0010668145

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).