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DNCA Invest Europe Growth I

Ranked 65 out of 306 in - Europe over 12 months
All calculations are in CHF unless stated

Managed by

Carl Auffret

Carl Auffret, CFA, is a fund manager at DNCA Investments based in Paris. He joined the firm in 2012 and prior to this, he was a fund manager and analyst at CM CIC Asset Management. Carl deals in European equities, using a growth investment style. He graduated from the University of Paris IX Dauphine with a degree in Banking & Finance and outside of fund management he lists golf, tennis, rugby and the theatre among his interests.

Yingying Wu

Objective

The Sub-Fund's objective is to outperform pan-European equity markets over the recommended investment period. The STOXX EUROPE 600 Net Return EUR index is provided for a posteriori comparison purposes. Between 60% and 100% of net assets will be exposed to European Union equity markets. 75% of the Sub-Fund's assets is always invested in stocks eligible for the French PEA scheme. In addition to European Union countries, the Sub-Fund can invest up to 25% of its assets in any securities from countries in the European Free Trade Association and in all listed securities from countries outside the EU.

Showing fund performance in Switzerland View performance globally

Performance

Europe over : 31/05/2017 - 31/05/2018
  • Rank 65/306 Total Return
  • Rank 27/306 Standard Deviation
  • Rank 118/306 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0%
2017 24.7% 7.1% 7.1% 6.5% 2.0%
2016 -1.6% -5.0% -1.4% 6.2% -1.0%
2015 12.9% 1.7% -0.1% 0.0% 11.2%
2014 10.9% 4.7% 1.1% 0.0% 4.8%
2013 26.0% 9.5% 0.6% 5.5% 8.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Italy
  4. Luxembourg
  5. Spain
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date31/12/2012
  • Share Class size696Mn
  • Base currencyEUR
  • ISIN LU0870552998

Purchase Info

  • Min. initial investment200,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

Related News

Defensive shift won’t dull growth stocks, says AAA-rated manager

Carl Auffret believes investors turning to supposedly 'defensive' areas of the market doesn't mean that growth opportunities have gone.

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