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DPAM CAPITAL B Equities US Behavioral Value B

Ranked 448 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Philippe Denef

Philippe Denef, CFA is a senior fund manager and member of the management board at Degroof Petercam Asset Management. He joined the firm in 2016 and prior to this, he was a fund manager and member of the executive committee at Degroof FMC. Previously, he was a financial risk manager at Bank Degroof. Philippe graduated from the University of Louvain in Belgium with an MA in Applied Mathematics and Civil Engineering and the University of Chicago with an MA in Business Administration.

Objective

The objective of the compartment is to provide the shareholders with as high a global return as possible. The compartment invests in listed American equities. The investment policy embraces the principles of Behavioral Finance, a psychologybased academic field that analyses the financial markets.The compartment invests in equities which are deemed undervalued and exhibit a good price momentum. The fund will continue to widely spread the risks.

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

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.3% 2.0% 4.3%
2016 10.8% 0.1% 0.3% 5.5% 4.6%
2015 -4.6% 1.2% 0.6% -9.1% 3.1%
2014 12.7% 3.0% 5.4% 0.0% 3.8%
2013 37.9% 13.3% 4.5% 6.2% 9.8%
2012 16.0% 12.3% -5.7% 6.6% 2.7%
2011 -3.3% 7.7% -0.7% -20.1% 13.1%
2010 13.7% 6.1% -13.8% 10.7% 12.4%
2009 33.2% -9.5% 20.0% 17.7% 4.2%
2008 -45.5% -10.3% -5.6% -13.6% -25.5%
2007 4.2% 4.6% 6.5% -2.9% -3.7%
2006 17.0% 5.9% 1.0% 2.4% 6.9%
2005 8.0% -0.7% 3.8% 3.5% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Luxembourg
  4. Spain
  5. Switzerland

Fund Info

  • Launch date01/10/2004
  • Share Class size108Mn
  • Base currencyEUR
  • ISIN BE6278396716

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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