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Specialist in active money management

 

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.

 

 
 
 
 

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SELECTION OF FRENCH LARGE CAPS

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ISIN : C Units : FR0010031195 / D Units : FR0007056072 / I Units : FR0010826511

The inception of the fund : C Units 23/02/2001

MANAGERS : Jean-Charles Mériaux, Rémy Gicquel

 

PHILOSOPHY
This fund – which is eligible for the PEA scheme – is managed in an opportunistic way, bringing together the 30 best prospects according to the managers among the equities of the SBF 120. Stock picking is done with a mind to retaining a satisfactory performance / risk balance and grants priority to growth stocks at reasonable valuations.

 
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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

Gallica

-1,29 %

-4,00 %

-8,39 %

0,56 %

-20,97 %

-35,63 %

-9,49 %

-14,16 %

CAC 40

-3,81 %

-4,70 %

-9,96 %

-0,84 %

-23,60 %

-50,19 %

-42,90 %

-16,95 %

SBF 120

-2,04 %

-4,59 %

-8,84 %

0,80 %

-21,60 %

-47,25 %

-35,75 %

-16,21 %

** Unit C created on 23/02/2001

« Past performances are not a reliable indicator of future performances. »

 

OBJECTIF
To outperform the CAC 40

 

ASSET CLASSES
European equities (minimum 75%)

 

TARGET
For the investor looking for dynamic management of French equities.

 

PERFORMANCES
2010 : 0,87%
2009 : 29,62%
2008 : -37,13%
2007 : 1.18 %
2006 : 16,16 %
2005 : 23,63 %
2004 : 11,73 %
2003 : 19,51 %

 
 
 
 

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