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.
MANAGERS
: Jean-Charles Mériaux, Igor de Maack, Philippe Champigneulle
PHILOSOPHY
The asset of DNCA Convertibles is primarily invested in invstment grade convertible bonds as well as investment grade corporate bonds up to 50%.
You need to upgrade your Flash Player
Aggregate perf.
as of
15/05/2012
Since 01/01/12
1 month
3 month
6 month
1 year
5 year
Since creation**
2011
DNCA Invest Convertibles
(A Unit)
4,83 %
-0,67 %
0,29 %
4,11 %
-2,37 %
-- %
26,41 %
-3,11 %
CAC 40
-3,81 %
-4,70 %
-9,96 %
-0,84 %
-23,60 %
-50,19 %
-6,25 %
-16,95 %
Exane Eurozone Convertible Bonds
6,94 %
-1,02 %
-0,35 %
5,81 %
-5,71 %
-- %
23,28 %
-9,58 %
** The inception of the fund is : 17/12/2008
« Past performances are not a reliable indicator of future performances. »
OBJECTIVES
To benefit from a higher yield along with a reduced volatility versus equity markets.
ASSET CLASSES
The asset of DNCA Convertibles is primarily invested in invstment grade convertible bonds as well as investment grade corporate bonds up to 50%.
TARGET
For the investor who wishes to take advantage of rising equity markets as well as the benefits from bond yields.
PERFORMANCES
2010 : 3,61%
2009 : 20,13%
Unit A created on 17/12/2008
