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Candriam Equities L Europe Conviction C Cap
Ranked 235 out of 301 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 :
31/05/2016 -
31/05/2017
-
Rank 235/301 Total Return
-
Rank 153/301 Standard Deviation
-
Rank 107/301 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 233 | SSgA Europe Managed Volatility Equity Fund I | CHF | 8.1% |
| 234 | Nordea 1 - European Focus Equity BP EUR | CHF | 8.1% |
| 235 | Candriam Equities L Europe Conviction C Cap | CHF | 8.1% |
| 236 | First Private Europa Aktien ULM A | CHF | 8.0% |
| 237 | Amundi Fds Equity Europe Concentrated - AE (C) | CHF | 8.0% |
| 237 | KBL Key Fund-Europe | CHF | 8.0% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 151 | UBS (Lux) KSS- European Equities (EUR) P-acc | CHF | 12.4 |
| 151 | Candriam Equities L Europe Innovation I Cap | CHF | 12.4 |
| 153 | Candriam Equities L Europe Conviction C Cap | CHF | 12.4 |
| 154 | Allianz Europe Equity Growth - AT - EUR | CHF | 12.4 |
| 155 | Allianz Vermoegensbildung Europa - A - EUR | CHF | 12.4 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 105 | ECP Flagship SICAV - European Value A | CHF | -7.3% |
| 106 | Parvest Equity Best Selection Europe C C EUR | CHF | -7.3% |
| 107 | Candriam Equities L Europe Conviction C Cap | CHF | -7.3% |
| 108 | BNP Paribas L1 Equity Europe Classic Cap | CHF | -7.4% |
| 109 | Planetarium Fund Fundamental European Selection A | CHF | -7.4% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 5.9% | ||||
| 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 | 8.01 |
| Reckitt Benckiser Group PLC ORD | 5.01 |
| Anheuser Busch Inbev NV ORD | 4.99 |
| Banco Bilbao Vizcaya Argentaria S.A. ORD | 4.06 |
| Shire PLC ORD | 3.96 |
| Symrise AG ORD | 3.57 |
| Unibail Rodamco SE ORD | 3.30 |
| Johnson Matthey PLC ORD | 3.09 |
| AstraZeneca PLC ORD | 3.07 |
| KBC Groep NV ORD | 3.06 |
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 size396Mn
- Base currencyEUR
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ISIN LU0596211499
Purchase Info
- Min. initial investment0
- Min. regular additional investment0
Charges
- Annual management1.50%