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Belfius Equities Leading Brands C Cap

Ranked 3 out of 10 in - Consumer Staples over 12 months
All calculations are in EUR unless stated

Managed by

Rudi Van den Eynde

Johan Van der Biest

Johan Van der Biest is a senior equity fund manager at Candriam. He joined the firm in 2003 and prior to this, he was a senior equity fund manager at Cordius Asset Management. Johan graduated from Katholieke Universiteit Leuven with a degree in Commercial Engineering and orientation Finance.

Objective

The fund invests mainly in shares of global companies recognized as brand companies exposed to consumer sectors. The fund can be positioned as a defensive way to invest in global equities, benefitting at the same time from other interesting investment themes such as changing demographics, emerging markets, consumer ascendance, and global consumerism.

Showing fund performance in Belgium View performance globally

Performance

Consumer Staples over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 6.5%
2016 1.0% -4.6% 0.5% 2.3% 2.9%
2015 16.7% 17.3% -4.1% -5.2% 9.5%
2014 19.8% -1.8% 5.2% 5.9% 9.5%
2013 23.7% 14.4% 0.6% 2.7% 4.6%
2012 15.6% 8.9% 3.1% 3.8% -0.8%
2011 2.6% -5.4% 2.8% -4.7% 10.8%
2010 23.7% 9.8% -0.3% 2.7% 10.1%
2009 20.9% -6.4% 8.8% 9.8% 8.2%
2008 -32.8% -14.3% -6.6% 0.3% -16.3%
2007 -2.4% 3.9% 1.5% -4.5% -3.1%
2006 10.6% 3.5% -2.1% 7.5% 1.5%
2005 23.3% 4.0% 6.8% 6.5% 4.4%
2004 5.4% 3.3% 4.6% -4.9% 2.6%
2003 7.6% -12.5% 11.5% 2.7% 7.3%
2002 -29.3% 1.9% -14.1% -17.0% -2.8%
2001 -8.0% -5.8% 6.0% -16.6% 10.6%
2000 6.6% -0.8% 4.9% 5.6% -3.0%
1999 -2.7% -3.6% 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date26/02/1999
  • Share Class size106Mn
  • Base currencyEUR
  • ISIN BE0170209713

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

Candriam switches lead manager on thematic fund

Asset management firm appoints equity specialist to take over on strategy focused on telecoms sector.

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