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Candriam Equities L Europe Optimum Quality C Cap

Ranked 85 out of 311 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 at least 75% in equities of companies registered mainly in European Economic Area. Up to 25 % may be invested in other short-term securities with maturity date no longer than 12 months.

Showing fund performance in Switzerland View performance globally

Performance

Europe over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3%
2017 24.4% 7.9% 4.3% 6.2% 4.2%
2016 -4.1% -5.0% -0.4% 4.5% -3.1%
2015 8.8% 3.0% -2.7% 1.4% 7.2%
2014 0.3% 5.9%
2013 14.3% 9.8% -2.3% 3.1% 3.3%
2012 12.9% 3.2% -0.6% 6.9% 3.1%
2011 -18.5% 3.8% -8.4% -21.0% 8.6%
2010 -13.0% -0.9% -16.7% 6.8% -1.4%
2009 31.1% -9.3% 20.9% 18.4% 0.9%
2008 -46.9% -22.4% -1.0% -9.1% -23.9%
2007 -3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Spain
  12. Sweden
  13. Switzerland

Fund Info

  • Launch date20/07/2007
  • Share Class size281Mn
  • Base currencyEUR
  • ISIN LU0304859712

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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