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Specialist in active money management

 

DNCA Finance is an funds management company created in 2000 by specialists in a patrimonial approach of management. With the passing of years, the founders gathered around this philosophy a team of funds managers experienced and recognized to develop a range of funds simple, readable and powerful. Following their success and in the idea to develop in Europe, the teams of DNCA Finance tied in 2006 a partnership with Gruppo Banca Leonardo.

 
 
 
 

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EUROPEAN "VALUE" EQUITIES

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ISIN : C Units : FR0010058008

The inception of the fund : 02/04/2004 (C Units)

Luxembourg compartment : Leonardo Centifolia Europe [ More ]

MANAGERS : Isaac Chebar, Grégoire Scheiff

 

PHILOSOPHY
This fund – which is eligible for the PEA scheme – has a "value" approach applied to European equities. Centifolia Europe is made up of discounted equities that offer high dividends and prospects of consis¬tent earnings growth.

 
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Aggregate perf.

at the 01/09/2010

Since the 01/01/10

1 month

3 month

6 month

1 year

5 year

Since the creation**

2009

Centifolia Europe

-3,58 %

-1,18 %

-2,21 %

-3,38 %

4,87 %

3,34 %

26,51 %

22,59 %

DJ stoxx 600

0,38 %

-2,76 %

2,39 %

0,73 %

10,48 %

-11,11 %

4,73 %

27,99 %

MSCI PAN Europe

0,08 %

-1,83 %

3,26 %

1,00 %

10,03 %

-12,56 %

1,65 %

25,66 %

** Unit C created on 02/04/2004

« The last performances are not a reliable indicator of the future performances. »

 

OBJECTIVES
Capital appreciation in the medium term Volatility lower than that of the MSCI Europe

 

ASSET CLASSES
European equities (minimum 75%)

 

TARGET
For the investor who wants to invest in European equities while minimising risk in this asset class.

 

PERFORMANCES
2009 : 22,59%
2008 : -30,05%
2007 : 2,20 %
2006 : 16,85 %
2005 : 17,92 %
Fun created the 2nd april 2004

 
 
 
 

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