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DNCA Invest Eurose N

Ranked 39 out of 42 in - Conservative EUR over 12 months
All calculations are in GBP unless stated

Managed by

Philippe Champigneulle

Philippe Champigneulle works at DNCA Finance where he runs bond and mixed asset portfolios. For his fixed income funds he uses a fundamental approach, and he adopts a bottom up, value style of investing for his mixed asset strategies. Philippe was born in Saint Etienne in France and is currently based in Paris. He studied actuarial science at the University of Lyon, and holds membership of the Institut des Actuaires Francais. Outside of fund management he enjoys skiing.

Adrien Le Clainche

Jean-Charles Mériaux

Jean-Charles Mériaux was born in 1959 and holds a Doctorate in Economics and Mathematics. He joined DNCA Finance in Paris in 2002 where he is currently the chairman and chief executive officer. Prior to this he worked at LCF Rothschild where he was head of European and French equities, and before this he worked at Oddo & Cie as a fund manager in 1987. Jean-Charles has been managing funds for over 21 years.

Baptiste Planchard

Objective

The Sub-Fund seeks to outperform the 20% EUROSTOXX 50 + 80% EURO MTS composite index, calculated with dividends reinvested, over the recommended investment period. The overall investment strategy of the Sub-Fund is to seek to enhance the return on a wealth investment. Through active management of a portfolio of Euro denominated equities and fixed income products. It aims to provide an alternative to investments in bonds and convertible bonds (directly or through mutual funds) as well as an alternative to Euro denominated funds benefitting from a capital guarantee.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -0.5%
2018 -4.9% -2.0% 0.0% 1.4% -4.3%
2017 9.3% 2.0% 4.4% 2.0% 0.7%
2016 3.5% 7.0% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Italy
  4. Luxembourg
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date11/02/2016
  • Share Class size22Mn
  • Base currencyEUR
  • ISIN LU1234712880

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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