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Dorval Convictions R

Ranked 66 out of 67 in - Flexible EUR over 12 months
All calculations are in GBP unless stated

Managed by

Louis Bert

Louis Bert was born in France in 1963. He graduated from ISC Paris with a Masters in management and is also a graduate of the Société Française des Anaystes Financiers (SFAF). Louis started his career in 1987 as an equity seller at Crédit Agricole Asset Management (now Amundi) and in 1989 started his fund management career. In 1995 he became the head of European equities. Louis joined Oddo Asset Management in 2003 where he was the director of European equities management and since 2007 he has been chairman of the board of Dorval Finance and manages a number of French equity funds. Louis has been managing funds for over 22 years and is a member of the SFAF. Outside of fund management he enjoys painting and the cinema and theatre.

Stéphane Furet

Stéphane Furet was educated at the Ecole Supérieure Libre des Sciences Commerciales Appliquées (ESLSCA) in Paris, where he studied finance. He joined Dorval Finance in 2004 where he is a portfolio manager. Stéphane has over 15 years of investment experience and is a qualified member of the Société Française des Analystes Financiers.

Objective

The management objective of the fund is to outperform its benchmark index (comprising of 50% EONIA Capitalized +50% EUROSTOXX 50 NR EUR), over an investment period of 3 years minimum, through a flexible allocation between equity and fixed income markets. The fund is managed in a completely discretionary manner. It may be exposed from 0 to 100% in equity markets and from 0 to 100% in interest rate markets. The target allocation is 50% in equities and 50% in fixed income but can vary depending on market conditions and the opportunities that may be available to the manager. The sensitivity range of the securities held will be between 0 and 6.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 -1.9%
2018 -14.4% -3.2% -0.6% -0.2% -10.8%
2017 18.4% 6.0% 7.0% 3.6% 0.7%
2016 18.6% 1.2% 0.6% 13.0% 3.1%
2015 3.9% 4.7% -4.3% -0.2% 3.9%
2014 -4.4% 3.3% -2.6% -2.8% -2.2%
2013 18.7% 5.0% 0.8% 5.6% 6.2%
2012 7.7% 5.5% -7.3% 4.2% 5.8%
2011 -11.8% 0.4% 2.8% -9.3% -5.8%
2010 -2.5% 0.3% -11.4% 4.7% 4.7%
2009 2.2% -7.5% -2.2% 17.1% -3.5%
2008 27.3% 2.9% 2.1% -3.2% 25.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date31/12/2007
  • Share Class size367Mn
  • Base currencyUnits
  • ISIN FR0010557967

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0.001

Charges

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