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Belfius Equities Global Telecom C Cap

Ranked 5 out of 5 in - Telecommunication Services over 12 months
All calculations are in EUR unless stated

Managed by

Marc Bollé

Marc Bolle is head of equity index management at Candriam. He joined the firm in 2000 and prior to this, he was a business information manager at Dexia Bank. Marc graduated from the University of Antwerp with a degree in Applied Economics and Vlekho with an MA in Portfolio Management.

Ivo De Bondt

Ivo De Bondt is an equity fund manager at Candriam. He joined the firm in 2003 and prior to this he was a portfolio manager at Bank Artesia/Dexia Bank. Ivo graduated from the Sint Eligius Instituut Antwerpen with a BA in Accounting and the Handelshogeschool Antwerpen with a degree in Trade & Finance.

Objective

The fund invests mainly in an extensive global equity portfolio of telecommunications operators involved in fixed and mobile telephony. The fund aims to benefit from the stable and visible revenue streams as well as from the lucrative dividend pay-outs and high Free Cash Flow yields that are all typical for the Telecom Industry. Due to its defensive characteristics, the fund positions itself as in interesting safe haven opportunity.

Showing fund performance in Belgium View performance globally

Performance

Telecommunication Services over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -7.5%
2017 -8.2% 0.7% -5.5% -1.4% -2.2%
2016 7.3% 2.7% 3.8% -2.2% 3.0%
2015 9.9% 14.1% -0.5% -9.0% 6.4%
2014 11.8% -1.2% 4.4% 6.0% 2.2%
2013 26.1% 9.1% 1.7% 5.6% 7.7%
2012 5.4% -1.1% 7.0% 5.8% -5.9%
2011 -0.2% 0.0% -1.2% -5.5% 6.9%
2010 17.5% 2.5% 2.0% 6.9% 5.2%
2007 0.2%
2006 6.6% 7.2% -8.4% -0.1% 8.7%
2005 9.4% -0.9% 6.0% 7.3% -2.9%
2004 10.1% 7.6% -2.0% -6.7% 11.9%
2003 26.4% -7.1% 19.1% 1.9% 12.1%
2002 -44.5% -11.2% -35.5% -20.6% 22.1%
2001 -38.9% -21.2% -13.1% -30.7% 28.9%
2000 -19.6% -13.5% -22.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Luxembourg

Fund Info

  • Launch date04/02/2000
  • Share Class size26Mn
  • Base currencyEUR
  • ISIN BE0172846892

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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