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.
MANAGERS : Jean-Charles Mériaux, Philippe Champigneulle
PHILOSOPHY
This diversified fund seeks to improve the profitability of a cautious investment by active management of four categories of assets in the Euro Zone. It offers an alternative to bond vehicles, convertible bond vehicles and funds in euros but without any capital guarantee.
You need to upgrade your Flash Player
Aggregate performance
at the 01/09/2010
Since 01/01/10
1 mois
3 month
6 month
1 year
2 year
5 year
Since the creation**
2009
€urose
3,25 %
0,51 %
1,70%
1,58 %
7,05 %
12,85 %
21,19 %
36,23 %
16,77 %
EURO MTS
Global Index
5,40 %
1,96 %
3,07 %
3,48 %
6,18 %
16,79 %
20,89 %
70,13 %
4,34 %
CAC 40
-7,94 %
-3,42 %
1,87 %
-5,34 %
1,98 %
-18,51 %
-17,73 %
-41,19 %
22,32 %
Indice Composite*
4,32 %
1,83 %
3,16 %
3,01 %
5,83 %
13,11 %
17,01 %
47,18 %
5,57 %
* 80% Euro MTS Global; 20% DJ Eurostoxx 50
** The inception of the fund is : 17/11/2000
« The last performances are not a reliable indicator of the future performances. »
OBJECTIVES
Beating bond vehicles or euro-denominated vehicles Volatility lower than 8%
CLASSES D’ACTIFS
A minimum of 50% fixed-interest instruments, of which : Convertible bonds 0 - 30%, Classic bonds 20 - 100%, Value or defensive equities 0 - 30%, Listed Real Estate 0 - 15% Gold 0 - 5%
TARGET
For the investor wishing to diversify and energise his savings in a cautious way.
