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Candriam SRI Equity North America - C USD Cap

Ranked 48 out of 144 in - US over 3 months
All calculations are in EUR unless stated

Managed by

Bart Goosens

Bart Goosens has been Candriam’s Global head of quantitative equity management since 2001. He began his career in 1994 in Merrill Lynch’s private banking department, moving to JP Morgan in 1995 where he held a number of positions. In 1997 he joined Candriam as an equity fund manager/financial analyst. While managing several international equity funds, he developed a series of quantitative equity models. In 2001, he then formed the quantitative equity management team that he still heads today. Bart Goosens received his Master of Applied Economics from the University of Antwerp.

Objective

The aim of the sub-fund is to enable shareholders to benefit from the growth of the North America equity markets with an investment in stocks selected by the portfolio management team on a discretionary basis. The selection is based on the stocks characteristics and growth prospects, as well as in-house analysis of Environmental, Social and Governance (ESG) criteria.

Showing fund performance in Belgium View performance globally

Performance

US over : 30/06/2018 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -6.1% 7.9% 7.7%
2017 -2.1% 3.3% -5.7% -2.0% 2.5%
2016 2.7% 8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Singapore
  8. Spain
  9. Switzerland

Fund Info

  • Launch date17/05/2016
  • Base currencyUSD
  • ISIN LU1313772581

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment1.25%

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