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Candriam Equities L Europe Optimum Quality I Cap

Ranked 18 out of 224 in - Europe over 12 months
All calculations are in GBP unless stated

Managed by

Geoffroy Goenen

Geoffroy Goenen has been head of fundamental equity management at Candriam since 2012. He began his career in 1997 as a trainee in financial analysis, structured products and trading at Dexia Bank (now Candriam). Two years later he took on a role as a European equity fund manager and became head of thematic European equity management in 2011. Geoffroy has master’s degrees in law from the Université Catholique de Louvain in Belgium and in international law from the University of Leiden in the Netherlands.

Objective

The fund invests at least 75% in equities of companies registered mainly in European Economic Area. Up to 25 % may be invested in other short-term securities with maturity date no longer than 12 months.

Showing fund performance in United Kingdom View performance globally

Performance

Europe over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.9%
2018 -4.0% -4.1% 8.5% 2.2% -9.7%
2017 18.8% 8.1% 4.8% 2.2% 2.6%
2016 13.6% 1.7% 5.4% 8.4% -2.3%
2015 15.7% 11.0% -4.3% 1.0% 7.8%
2014 -1.6% 4.7%
2011 -17.3% 3.6% -0.4% -24.4% 6.0%
2010 0.6% 3.9% -17.3% 12.3% 4.3%
2009 21.5% -14.6% 10.3% 28.2% 0.6%
2008 -21.0% -11.1% -3.8% -7.4% -0.3%
2007 29.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date20/07/2007
  • Base currencyEUR
  • ISIN LU0304860645

Purchase Info

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

Charges

  • Annual management0.55%
  • 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).