Candriam SRI Equity World C EUR C

Ranked 248 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Bart Goosens

Bart Goosens has been Candriam’s Global head of quantitative equity management since 2001. He began his career in 1994 in Merrill Lynch’s private banking department, moving to JP Morgan in 1995 where he held a number of positions. In 1997 he joined Candriam as an equity fund manager/financial analyst. While managing several international equity funds, he developed a series of quantitative equity models. In 2001, he then formed the quantitative equity management team that he still heads today. Bart Goosens received his Master of Applied Economics from the University of Antwerp.

Objective

The aim of the sub-fund is to enable shareholders to benefit from the growth potential of the global equity markets with an investment in stocks based on fundamental and technical characteristics, as well as an in-house analysis of Environmental, Social and Governance (ESG) criteria.

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 9.3%
2018 -5.5% -6.3% 7.2% 6.2% -11.3%
2017 5.7% 4.4% -1.6% -0.1% 3.0%
2016 26.4% 2.5% 8.2% 7.3% 6.3%
2015 2.5% 8.0% -6.6% -6.7% 8.9%
2014 9.0% 1.6% 2.1% 2.3% 2.8%
2013 24.3% 16.5% 0.4% 1.1% 5.1%
2012 8.6% 7.4% -4.0% 3.0% 2.2%
2011 -3.3% 3.0% 1.1% -13.9% 8.0%
2010 10.2% 8.6% -12.4% 6.5% 8.8%
2009 15.7% -12.8% 6.2% 21.3% 2.9%
2008 -21.3% -8.5% -2.3% -6.0% -6.3%
2007 1.2% 1.4% 3.8% -1.4% -2.5%
2006 1.7% 4.1% -6.2% 2.3% 1.9%
2005 20.5% 0.0% 7.1% 6.2% 6.1%
2004 5.8% -0.6% 1.7% -1.5% 6.3%
2003 18.9% -0.2% 9.2% 2.6% 6.3%
2002 -27.9% 0.7% -14.6% -16.6% 0.6%
2001 -13.6% -9.3% 1.4% -19.4% 16.5%
2000 2.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/01/2019

Top 10 Holdings

Stock Size
Amazon.com Inc ORD 2.82%
Procter & Gamble Co ORD 2.31%
Home Depot Inc ORD 1.98%
Oracle Corp ORD 1.96%
American Express Co ORD 1.76%
Amgen Inc ORD 1.72%
Sherwin-Williams Co ORD 1.52%
Nestle SA ORD 1.43%
Roche Holding AG Par 1.17%
Exxon Mobil Corp ORD 1.16%
31/01/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Luxembourg
  8. Portugal
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date23/03/2017
  • Share Class size39Mn
  • Base currencyEUR
  • ISIN LU1434527435

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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