Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

DNCA Invest Global Leaders B

Ranked 40 out of 58 in - Aggressive EUR over 12 months
All calculations are in CHF unless stated

Managed by

Rajesh Varma

Hailing from Madras, Rajesh Varma works at DNCA Finance where he runs the DNCA Invest - Global Leaders Fund. Rajesh started his career in 1988 as an analyst at Fidelity Investments in Hong Kong where he spent three years and then was vice president at Arral Associates till 1993. He then became an investment director at Ki Pacific Asset Management moving in 1997 to Montgomery Asset Management as a regional portfolio manager for three years. In 2000 he joined Eurazeo before moving to Carmignac Gestion in 2002. Rajesh attended the the University of Michigan in 1986 where he obtained a BSE in Computer Engineering. In 1988 he obtained an MBA in Finance and Venture Capital from the Graduate School of Business. Outside of fund management he is an avid squash player.

Yingying Wu

Objective

The Sub-Fund seeks to outperform the MSCI World index. The Sub-Fund aims to invest in issuers considered to be the "pillars" or "leaders" in the global economy, wherever their geographical location. The Sub-Fund will invest at any time within the following limits in: 1.Equities or related financial derivative instruments (such as CFD or DPS) 60% to 100% of its net assets. 2. Debt instruments: 0% to 40% of its net assets. In case of adverse market conditions, the Sub-Fund may invest up to 100% of its net assets in money market instruments.

Showing fund performance in Switzerland View performance globally

Performance

Aggressive EUR over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2% -1.4%
2017 24.2% 8.0% 4.4% 6.4% 3.6%
2016 -1.0% -6.1% 1.1% 6.4% -1.9%
2015 -0.6% -0.6% -3.9% -6.0% 10.6%
2014 16.3% 4.2% 2.8% 4.0% 4.5%
2013 12.6% 7.2% -1.1% 2.6% 3.5%
2012 16.2% 8.8% -0.4% 6.9% 0.4%
2011 -9.6% -0.3% -6.6% -7.1% 4.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Italy
  4. Luxembourg
  5. Switzerland

Fund Info

  • Launch date15/11/2010
  • Share Class size98Mn
  • Base currencyEUR
  • ISIN LU0383784146

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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