DNCA Finance is an asset management company created in 2000 by specialists with a long term value approach. Over time the founders have built around them a team of experienced investment professionals and developed a concentrated range of funds, powerful in their simplicity.
ISIN : C Units : FR0007076930 / D Units : FR0000988792
The inception of the fund : 04/10/2002 (C Units)
MANAGERS
: Jean-Charles Mériaux, Igor De Maack
PHILOSOPHY
This fund – which is eligible for the PEA scheme – has a "value" approach applied to French equities. Security selection is oriented towards companies deemed undervalued that have good potential for rising in value. The portfolio's construction highlights defensive equities to reduce risk.
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Aggregate perf. as of
15/05/2012
Since
01/01/12
1 month
3 month
6 month
1 year
5 year
Since creation**
2011
Centifolia
-3,35 %
-2,29 %
-8,95 %
-1,82 %
-20,14 %
-29,73 %
79,68 %
-13,16 %
Eurostoxx 50
-5,95 %
-4,92 %
-12,44 %
-3,94 %
-24,02 %
-51,38 %
-2,07 %
-17,05 %
CAC 40
-3,81 %
-4,70 %
-9,96 %
-0,84 %
-23,60 %
-50,19 %
9,88 %
-16,95 %
SBF 120
-2,04 %
-4,59 %
-8,84 %
0,80 %
-21,60 %
-47,25 %
20,26 %
-13,16 %
** Unit C created on 04/10/2002
« Past performances are not a reliable indicator of future performances. »
OBJECTIVES
Capital appreciation in the medium term Volatility lower than that of the CAC 40
ASSET CLASSES
French equities (minimum 75%)
TARGET
For the investor who wants to invest in French equities while minimISIN Codeg risk in this asset class.
