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.
PHILOSOPHY
The profile of this diversified fund evolves according to our expectations, between balanced and dynamic. It is managed in a discretionary fashion depending on the convictions of the managers regarding both asset allocation and selection of securities.
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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
DNCA
Evolutif
-1,42 %
-2,15 %
-4,57 %
0,50 %
-11,14 %
-0,53 %
23,65 %
-6,51 %
MSCI Monde
4,31 %
-1,98 %
-2,05 %
9,06 %
0,91 %
-20,08 %
-35,27 %
-4,53 %
Eurostoxx 50
-5,95 %
-4,92 %
-12,44 %
-3,94 %
-24,02 %
-51,38 %
-- %
-17,05 %
CAC 40
-3,81 %
-4,70 %
-9,96 %
-0,84 %
-23,60 %
-50,19 %
-50,08 %
-16,95 %
Indice
Composite*
0,65 %
-2,39 %
-4,50 %
3,11 %
-8,92 %
-21,76 %
-16,53 %
-8,41 %
* 40%
CAC 40; 30% MTS 3-5
ans; 30% MSCI Monde
** The inception of the fund is : 16/10/2000
« Past performances are not a reliable indicator of future performances. »
OBJECTIVES
Capital appreciation with optimisation of the performance / risk pair. Control volatility
TARGET
For the investor who is unsure between a balanced and dynamic profile and who wants to take part in bull markets for equities, while trying to protect himself in difficult periods.
