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BCV US Equity C

Ranked 364 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Nicolas Pelletier

Nicolas Pelletier is a US equity manager and member of the Stratégie Actions investment committee at BCV. He has more than 20 years of experience and previously worked as a financial analyst at HSBC Asset Management and an equity manager at Société Générale Asset Management. He also worked for four years on Société Générale’s US equity team in Los Angeles. He is a CFA charterholder and Chartered Market Technician Level 1. He holds a Master's in finance from the University of Paris-Dauphine.

Objective

The objective for this sub-fund is to secure long-term capital growth by investing in shares and other participatory rights in companies with their registered offices in the USA, by virtue of implementing investment policy formulated by BCV's Asset Management (AM). This sub-fund is broadly diversified according to a sector-based conventional qualitative management approach based on analysis of companies and markets.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 364/867 Total Return
  • Rank 110/867 Standard Deviation
  • Rank 241/867 Max Drawdown
Fund Name Currency Return
363 BCV Systematic Premia US Equity A USD

14.4%

364 BCV US Equity C USD

14.4%

365 LLB Aktien Nordamerika (USD) USD

14.4%

366 HSBC MERIT US Equity Inst A Acc USD

14.4%

Fund Name Currency Loss
241 UBS US Growth Acc A USD

-2.0%

241 Fidelity NorthStar Balanced Series B USD

-2.0%

241 DekaLux-USA TF USD

-2.0%

241 Quadrant North American Equity USD

-2.0%

241 BCV US Equity C USD

-2.0%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.9% 2.8%
2016 9.9% 0.6% 2.3% 3.6% 3.1%
2015 -0.3% 0.6% -0.1% -6.7% 6.3%
2014 12.0% 1.4% 4.3% 0.8% 5.1%
2013 32.2% 10.2% 3.0% 5.6% 10.3%
2012 15.6% 12.9% -3.6% 6.2% 0.0%
2011 -1.8% 5.4% -0.6% -14.7% 9.9%
2010 12.7% 5.3% -12.1% 10.4% 10.2%
2009 24.3% -11.0% 15.4% 14.8% 5.4%
2008 -37.9% -9.8% -2.8% -8.3% -22.8%
2007 6.0% 0.7% 6.2% 2.2% -3.0%
2006 14.2% 4.3% -1.6% 4.7% 6.3%
2005 3.8% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date16/06/2005
  • Share Class size43Mn
  • Base currencyUSD
  • ISIN CH0021722076

Purchase Info

  • Min. initial investment25Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%

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