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DNCA Invest South Europe Opportunities I

Ranked 39 out of 304 in - Europe over 12 months
All calculations are in CHF unless stated

Managed by

Lucy Bonmartel

Isaac Chebar

Isaac Chebar was born in the vibrant city of Rio de Janeiro. He graduated from the University of Sao Paolo majoring in chemistry, and has been working as a fund manager for 14 years. He currently holds the position of European equity manager at DNCA Finance, and prior to this he worked at Aviva Gestion d’Actifs-Paris, Tocqueville Gestion and SGAM where he also held the position of European Equity fund manager. He currently manages the Centifolia Europe Fund along with Grégoire Scheiff.

Objective

The Sub-Fund will at all times invest at least two-thirds of its total assets in equities of issuers having their registered office in South Europe (Italy, Spain, Portugal, Greece) or exercising the preponderant part of their economic activities South Europe, within the following limits: South European equities or related financial derivative instruments (such as CFD or DPS): 75% to 100% of its total assets, debt instruments: 0% to 25% of its total assets, non-South European or European equities: 0% to 10% of its total assets.

Showing fund performance in Switzerland View performance globally

Performance

Europe over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 2.8% -1.5%
2017 28.1% 9.4% 4.3% 13.2% -0.8%
2016 -7.1% -12.4% -10.2% 7.2% 10.1%
2015 1.4% 5.6% -2.2% -2.1% 0.2%
2014 -2.2% -8.5%
2011 -26.6% 10.2% -12.1% -24.3% 0.2%
2010 -14.2% -2.3% -14.3% 8.4% -5.5%
2009 30.0% -4.3% 21.6% 12.4% -0.5%
2008 -49.4% -18.9% -4.4% -14.1% -24.1%
2007 3.8% -8.5% -5.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date16/02/2007
  • Share Class size90Mn
  • Base currencyEUR
  • ISIN LU0284395125

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

Related News

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Eurozone recovery entering new phase, says French boutique star

Citywire AAA-rated manager Isaac Chebar believes investors are wrong to lose faith in peripheral nations turning things around.

French boutique overhauls top manager’s Italy fund

Paris-based group opts to alter Citywire AAA-rated European equity veteran’s strategy to cover broader region.

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