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Candriam Equities L Europe Conviction C Cap

Ranked 193 out of 308 in - Europe over 12 months
All calculations are in CHF unless stated

Managed by

Geoffroy Goenen

Geoffroy Goenen has been head of fundamental equity management at Candriam since 2012. He began his career in 1997 as a trainee in financial analysis, structured products and trading at Dexia Bank (now Candriam). Two years later he took on a role as a European equity fund manager and became head of thematic European equity management in 2011. Geoffroy has master’s degrees in law from the Université Catholique de Louvain in Belgium and in international law from the University of Leiden in the Netherlands.

Objective

The fund invests in a concentrated portfolio of selected large, medium & small European listed companies.

Showing fund performance in Switzerland View performance globally

Performance

Europe over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.9% 2.9% 7.8%
2016 -5.3% -7.6% -1.9% 3.3% 1.2%
2015 3.4% 5.0% -4.4% -1.7% 4.9%
2014 6.3% -0.8% 3.8% 0.3% 2.9%
2013 18.1% 9.0% -1.2% 5.8% 3.7%
2012 18.8% 5.3% -4.5% 8.8% 8.6%
2011 -6.1% -14.4% 7.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Cash and Other Assets 5.62
Roche Holding AG Par 4.94
Shire PLC ORD 4.77
Intesa Sanpaolo SpA ORD 4.50
Anheuser Busch Inbev NV ORD 4.46
Nestle SA ORD 4.09
Banco Bilbao Vizcaya Argentaria S.A. ORD 4.05
Vinci SA ORD 3.97
Johnson Matthey PLC ORD 3.95
UBS Group AG ORD 3.19
30/06/2017

Registered For Sale In

  1. Austria
  2. Chile
  3. Denmark
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date25/03/2011
  • Share Class size389Mn
  • Base currencyEUR
  • ISIN LU0596211499

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).