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Candriam Equities L Europe Conviction C Cap
Ranked 221 out of 298 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.
Performance
Europe
over :
31/07/2016 -
31/07/2017
-
Rank 221/298 Total Return
-
Rank 243/298 Standard Deviation
-
Rank 227/298 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 219 | Vitruvius European Equity B EUR | CHF | 15.5% |
| 220 | Brandes European Value EUR A | CHF | 15.4% |
| 221 | JPM Highbridge Europe STEEP A (perf) Acc EUR | CHF | 15.3% |
| 221 | Candriam Equities L Europe Conviction C Cap | CHF | 15.3% |
| 223 | New Capital Dynamic European Equity EUR Ord Inc | CHF | 15.3% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 241 | Decalia-European Conviction R EUR Cap | CHF | 9.8 |
| 241 | Echiquier Major | CHF | 9.8 |
| 243 | SLI Glo SICAV European Equities A | CHF | 9.8 |
| 243 | Candriam Equities L Europe Conviction C Cap | CHF | 9.8 |
| 245 | PARVEST Sustainable Equity Europe Classic Cap EUR | CHF | 9.8 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 226 | IAM - European Equity Fund CHF A | CHF | -4.3% |
| 227 | Aviva Investors European Equity B | CHF | -4.3% |
| 227 | Candriam Equities L Europe Conviction C Cap | CHF | -4.3% |
| 229 | Baillie Worldwide Pan-European B EUR Acc | CHF | -4.4% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 5.9% | 2.9% | |||
| 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
Top 10 Holdings
| Stock | Size |
|---|---|
| Roche Holding AG Par | 6.01 |
| Shire PLC ORD | 5.00 |
| Vinci SA ORD | 4.10 |
| KBC Groep NV ORD | 4.07 |
| Siemens AG ORD | 4.03 |
| Banco Bilbao Vizcaya Argentaria S.A. ORD | 4.01 |
| Anheuser Busch Inbev NV ORD | 3.99 |
| Intesa Sanpaolo SpA ORD | 3.98 |
| Johnson Matthey PLC ORD | 3.54 |
| Compass Group PLC ORD | 3.10 |
Registered For Sale In
- Austria
- Chile
- Denmark
- France
- Germany
- Italy
- Luxembourg
- Netherlands
- Spain
- Sweden
- Switzerland
- United Kingdom
Fund Info
- Launch date25/03/2011
- Share Class size373Mn
- Base currencyEUR
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ISIN LU0596211499
Purchase Info
- Min. initial investment0
- Min. regular additional investment0
Charges
- Annual management1.50%