CPR Invest - Global Disruptive Opp - A USD - Acc

Ranked 150 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Wesley Lebeau

Estelle Menard

Estelle Menard works for Credit Agricole Asset Management and is based in Paris. She has a bottom-up stockpicking approach to investing and focuses on companies with financial restructuring or economic restructuring potential.

Objective

The compartments investment objective is to outperform global equity markets over the long-term i.e. 5 years minimum - by investing in shares of companies which either establish or benefit - fully or partly - from disruptive business models. The Compartment's equity exposure will be between 75% and 120% of its assets. The Compartment uses a mix of a top-down and a bottom-up approach. Compartment invests in disruptive companies in all countries (including emerging markets) and in all economic sectors without constraint relative to an index (e.g. MSCI World).

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 150/752 Total Return
  • Rank 749/752 Standard Deviation
  • Rank 729/752 Max Drawdown
Fund Name Currency Loss
728 Protea Fund - Swiftsure Technology GBP Founder Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-18.7%

729 CPR Invest - Global Disruptive Opp - A USD - Acc GBP

-18.7%

730 Long Term Invest Fd (SIA)-Stability A EUR GBP

-18.8%

731 M&G Global Recovery GBP A Inc GBP

-18.9%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 18.6%
2018 -7.0% -2.4% 9.5% 5.1% -17.2%
2017 16.6% 8.0% 4.0% 1.6% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Czech Republic
  3. France
  4. Germany
  5. Luxembourg
  6. Slovakia
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date22/12/2016
  • Share Class size02Mn
  • Base currencyUnits
  • ISIN LU1530899498

Purchase Info

  • Min. initial investment0.0001
  • Min. regular additional investment0.0001

Charges

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