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DNCA Invest Europe Growth I

Ranked 111 out of 1001 in - Europe over 12 months
All calculations are in USD unless stated

Managed by

Carl Auffret

Carl Auffret, CFA, is a fund manager at DNCA Investments based in Paris. He joined the firm in 2012 and prior to this, he was a fund manager and analyst at CM CIC Asset Management. Carl deals in European equities, using a growth investment style. He graduated from the University of Paris IX Dauphine with a degree in Banking & Finance and outside of fund management he lists golf, tennis, rugby and the theatre among his interests.

Yingying Wu

Objective

The Sub-Fund's objective is to outperform pan-European equity markets over the recommended investment period. The STOXX EUROPE 600 Net Return EUR index is provided for a posteriori comparison purposes. Between 60% and 100% of net assets will be exposed to European Union equity markets. 75% of the Sub-Fund's assets is always invested in stocks eligible for the French PEA scheme. In addition to European Union countries, the Sub-Fund can invest up to 25% of its assets in any securities from countries in the European Free Trade Association and in all listed securities from countries outside the EU.

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

Performance

Europe over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.7%
2017 30.1% 8.8% 11.9% 5.5% 1.3%
2016 -3.1% -0.7% -3.1% 6.7% -5.6%
2015 12.1% 4.0% 3.8% -4.4% 8.5%
2014 -0.7% 5.4% 0.7% -7.2% 0.7%
2013 29.7% 5.9% 0.6% 10.4% 10.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Italy
  4. Luxembourg
  5. Spain
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date31/12/2012
  • Share Class size623Mn
  • Base currencyEUR
  • ISIN LU0870552998

Purchase Info

  • Min. initial investment200,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

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