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, Philippe Champigneulle
PHILOSOPHY
This diversified fund seeks to improve the performance and by active yet defensive management of four categories of assets in the Euro Zone. It offers an alternative to bond funds, convertible bond funds and funds in euros but without any capital guarantee.
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Aggregate perf.
as of 15/05/2012
Since 01/01/12
1 mois
3 month
6 month
1 year
2 year
5 year
Since creation**
2011
€urose
2,09 %
-0,24 %
-0,81%
2,60 %
-1,82 %
3,86 %
15,44 %
40,20 %
-0,91 %
EURO MTS
Global Index
3,57 %
0,50 %
0,76 %
7,41 %
4,99 %
2,61 %
23,02 %
70,52 %
1,11 %
CAC 40
-3,81 %
-4,70 %
-9,96 %
-0,84 %
-23,60 %
-15,98 %
-50,19 %
-50,68 %
-16,95 %
Indice Composite*
1,71 %
-0,57 %
-1,95 %
4,69 %
-1,38 %
-1,66 %
5,36 %
38,19 %
-2,63 %
* 80% Euro MTS Global; 20% DJ Eurostoxx 50
** The inception of the fund is : 17/11/2000
« Past performances are not a reliable indicator of future performances. »
OBJECTIVES
Outperform bond funds or euro-denominated investment products 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.
