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Candriam Equities L Europe Conviction C Cap
Ranked 198 out of 296 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 :
30/09/2016 -
30/09/2017
-
Rank 198/296 Total Return
-
Rank 267/296 Standard Deviation
-
Rank 169/296 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 196 | JOHCM European Concentrated Value A EUR | CHF | 19.0% |
| 197 | Candriam SRI Equity Europe - I EUR Cap | CHF | 19.0% |
| 198 | Candriam Equities L Europe Conviction C Cap | CHF | 18.9% |
| 198 | Allianz European Equity Dividend - AT - EUR | CHF | 18.9% |
| 200 | KBL Key Fund-Europe | CHF | 18.9% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 265 | Comgest Growth Europe EUR Acc | CHF | 10.3 |
| 266 | CompAM Fund - Active Equity Selection A EUR | CHF | 10.3 |
| 267 | Candriam Equities L Europe Conviction C Cap | CHF | 10.3 |
| 268 | Metzler European Concentrated Growth Class B | CHF | 10.4 |
| 269 | Candriam Equities L Europe Optimum Quality C Cap | CHF | 10.4 |
| 269 | Comgest Growth Europe Opps EUR Acc | CHF | 10.4 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 167 | Pioneer Funds Top European Players E No Dis EUR | CHF | -2.8% |
| 167 | ZIF Aktien Europa A1 | CHF | -2.8% |
| 169 | Candriam Equities L Europe Conviction C Cap | CHF | -2.8% |
| 169 | JOHCM European Concentrated Value A EUR | CHF | -2.8% |
| 171 | FBG Europe Equity | CHF | -2.8% |
| 171 | Candriam Equities L Europe C Cap | CHF | -2.8% |
| View full league table | |||
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
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 |
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 size376Mn
- Base currencyEUR
-
ISIN LU0596211499
Purchase Info
- Min. initial investment0
- Min. regular additional investment0
Charges
- Annual management1.50%