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DNCA Invest Norden Europe A Cap

Ranked 237 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 fund will invest at all times at least 90% of its total assets in equities of issuers listed on North European stock exchanges (Britain, Ireland, Benelux, Norway, Sweden, Finland, Denmark, Germany, Swiss, Austria), in all market capitalisation or exercising the preponderant part of their economic activities in the North of Europe. Minimum 85% of equity investment will be allocated in non-financial sector and up to 15% in financial sector.

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

Performance

Europe over : 31/03/2017 - 31/03/2018
  • Rank 237/1001 Total Return
  • Rank 557/1001 Standard Deviation
  • Rank 450/1001 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3%
2017 31.7% 9.2% 13.1% 3.6% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Italy
  3. Luxembourg

Fund Info

  • Launch date02/11/2016
  • Share Class size05Mn
  • Base currencyEUR
  • ISIN LU1490785091

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

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