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.
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.
You need to upgrade your Flash Player
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