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
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.
at the
01/09/2010
Since the
01/01/10
1 month
3 month
6 month
1 year
5 year
Since the creation**
2009
DNCA
Evolutif
-2,05 %
-1,39 %
1,05 %
-2,13 %
4,12 %
22,72 %
26,16 %
24,18 %
MSCI Monde
4,41 %
-2,69 %
-4,88 %
0,13 %
13,92 %
-11,63 %
-42,08 %
23,02 %
Eurostoxx 50
-9,88 %
-5,32 %
1,43 %
-5,12 %
-1,01 %
-18,40 %
-- %
20,95 %
CAC 40
-7,94 %
-3,42 %
1,87 %
-5,34 %
1,98 %
-17,73 %
-40,48 %
22,32 %
Indice
Composite*
0,81 %
-0,61 %
0,65 %
-0,09 %
5,86 %
2,44 %
-9,85 %
12,99 %
* 40%
CAC 40; 30% MTS 3-5
ans; 30% MSCI Monde
** The inception of the fund is : 16/10/2000
« The last performances are not a reliable indicator of the future performances. »
OBJECTIVES
Capital appreciation with optimisation of the performance / risk pair. Control volatility
TARGET
For the investor who cannot decide 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.
