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Candriam Equities L Global Demography C EUR Cap

Ranked 153 out of 367 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Allan Foll

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 global companies that are well positioned to benefit from worldwide demographic mainly headquartered in a developed world country, as defined by MSCI. The fund may as well invest in monetary instruments with maturity date no longer than 12 months.

Showing fund performance in Belgium View performance globally

Performance

Global over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.3%
2017 9.5% 6.3% -2.0% 1.9% 3.1%
2016 7.7% -4.9% 2.0% 2.7% 8.2%
2015 7.6% 13.9% -3.6% -8.9% 7.6%
2014 15.9% 1.5% 3.5% 4.0% 6.1%
2013 15.7% 8.7% -2.5% 3.1% 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date12/10/2012
  • Share Class size556Mn
  • Base currencyEUR
  • ISIN LU0654531184

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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