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Eleva European Selection Fund R EUR

Ranked 46 out of 192 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Eric Bendahan

Eric Bendahan is CEO at Eleva Capital having set up the firm in 2014. He spent nearly nine years at Banque Syz & Co which he joined in November 2005 from AXA Investment Managers. He has over 15 years of experience in managing active and non-indexed European equity portfolios. Bendahan has a pure, bottom-up, fundamental stock picking approach to pan-European equity markets. His style is opportunistic, across all market caps and he focuses on companies with sound historic results, good visible earnings prospects and a good-quality management with clear strategic vision, operating in a sector with high barriers to entry. Direct corporate contact is the predominant part of his analysis process. Bendahan is a graduate of ESSEC and a holder of the CFA.

Objective

The fund seeks to achieve superior long term risk adjusted returns and capital growth by investing primarily in European equities and equity related securities on a long only basis.

Showing fund performance in Belgium View performance globally

Performance

Europe over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.2% 4.2%
2017 16.3% 7.1% 1.1% 5.2% 2.2%
2016 -0.7% -9.6% -3.7% 5.9% 7.8%
2015 2.3% -8.9% 6.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Royal Dutch Shell PLC ORD 3.77%
Beiersdorf AG ORD 3.21%
Lonza Group AG ORD 3.08%
Erste Group Bank AG ORD 3.03%
Nestle SA ORD 2.91%
Koninklijke Philips NV ORD 2.89%
ArcelorMittal SA ORD 2.85%
Ferrovial SA ORD 2.63%
Diageo PLC ORD 2.60%
Subsea 7 SA ORD 2.60%
31/07/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Finland
  5. France
  6. Iceland
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Singapore
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date26/01/2015
  • Share Class size301Mn
  • Base currencyEUR
  • ISIN LU1111643711

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

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AA-rated Bendahan moves to overweight on energy

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