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BCV US Equity C

Ranked 441 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Frédéric Anken

Patrick Dugué

Patrick Dugué is in charge of the equity quantitative investment team of BCV. Before joining BCV in 2009, he worked for various banks, asset management firms, and alternative fund managers in London. With more than 20 years of experience, he has managed a variety of equity (market-neutral, long-short and long-only) and forex investments. Mr. Dugué holds a MSc in actuarial science from the City University of London.

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 : 31/10/2016 - 31/10/2017
  • Rank 441/877 Total Return
  • Rank 63/877 Standard Deviation
  • Rank 1/877 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.9% 2.8% 3.9%
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 size46Mn
  • 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).