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
PEA
-1,94 %
-2,00 %
-4,58 %
0,04 %
-11,13 %
-6,00 %
7,42 %
-6,30 %
CAC 40
-3,81 %
-4,70 %
-9,96 %
-0,84 %
-23,60 %
-50,19 %
-39,53 %
-16,95 %
Indice
Composite*
0,80 %
-1,74 %
-3,91 %
1,83 %
-9,26 %
-26,95 %
-14,78 %
-9,28 %
* 75%
DJ STOXX 600, 25%
EONIA
** The inception of the fund is : 02/08/2006
« 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.
