Candriam Equities L Global Demography I EUR Cap

Ranked 186 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Allan Foll

Johan Van der Biest

Johan Van der Biest is a senior equity fund manager at Candriam. He joined the firm in 2003 and prior to this, he was a senior equity fund manager at Cordius Asset Management. Johan graduated from Katholieke Universiteit Leuven with a degree in Commercial Engineering and orientation Finance.

Objective

The fund invests mainly in global companies that are well positioned to benefit from worldwide demographic evolutions, with a market cap superior to 250 mln USD and mainly headquartered in a developed world country, as defined by MSCI. The fund may as well invest in monetary instruments with maturity date no longer than 12 months.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.5%
2018 -3.7% -5.0% 6.1% 5.7% -9.6%
2017 14.7% 6.6% 0.8% 2.4% 4.3%
2016 26.3% 2.5% 7.2% 7.3% 7.1%
2015 3.4% 6.5% -5.3% -5.0% 8.0%
2014 9.5% 1.2% 0.6% 1.5% 6.0%
2013 20.2% 13.7% -0.9% 0.9% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. United Kingdom

Fund Info

  • Launch date27/12/2012
  • Base currencyEUR
  • ISIN LU0654531341

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0.00%

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