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DPAM INVEST B Equities Sustainable Food Trends B

Classé 8 sur 48 en - Thèmes globaux sur 12 mois
All calculations are in EUR unless stated

Géré par

Alexander Roose

Alexander Roose was born in the west Belgian town of Tournout in 1975. He began his career with three years as an investment analyst at Strategus. In 2004 he moved to Joalco as a thematic fund manager before joining Petercam in 2006. He adopts a bottom-up, stock-picking approach in his agricultural mid-cap universe. Alexander’s defensive growth and value style includes a top-down view but no derivatives are used. Outside fund management Alexander enjoys skiing and jogging.

Objectif

The primary objective of the fund is investment in shares or stocks representative of the share capital of companies anywhere in the world, directly or indirectly active in food value chains, in the broad sense, and in related or equivalent sectors. These food value chains cover the production of food, including products and services that contribute to the production of food, through to the sale of food products to the consumer. Companies which, due to activities such as storage, transport, packaging, financing etc., add value to food value chains are also included in the investment universe.

Performance

Thèmes globaux sur : 31/10/2017 - 31/10/2018

Rendement total

Performance trimestrielle

au 30/09/2018 Annuel T1 T2 T3 T4
2018 -5,4% 9,2% 3,4%
2017 2,9% -0,4% -3,6% 2,5% 4,5%
2016 12,5% -2,0% -0,1% 5,8% 8,5%
2015 1,6% 9,8% 0,7% -15,9% 9,2%
2014 16,2% 2,2% 4,0% 4,7% 4,5%
2013 1,1% 5,5% -7,2% 0,3% 2,9%
2012 13,2% 11,7% -0,8% 2,8% -0,6%
2011 -16,2% -1,5% -5,9% -16,4% 8,1%
2010 40,0% 13,3% -6,2% 14,0% 15,5%
2009 48,8% 2,9% 18,6% 9,7% 11,1%
2008 -47,7% -1,3% 16,0% -32,6% -32,2%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Autriche
  2. Belgique
  3. France
  4. Allemagne
  5. Italie
  6. Luxembourg
  7. Espagne
  8. Suisse

Information sur le fonds

  • Date de lancement17/12/2007
  • Taille de la share class32Mn
  • Devise de baseEUR
  • Code ISIN BE0947764743

Information pour achat

  • Minimum investissement de départ1
  • Montant minimum de versements périodiques0

Frais

  • Gestion annuelle1,50%

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