Candriam Sustainable Equity EMU C EUR IncRegístrese para Ver el Rating |
Cómo se ha comportado este fondo | 30/04/2024 |
Crecimiento de 1.000 (EUR) | Gráfico Avanzado |
Fondo | 1,6 | 23,9 | -14,6 | 15,1 | 4,7 | |
+/-Cat | 3,3 | 2,0 | -1,0 | -1,9 | -2,3 | |
+/-Ind | 2,3 | 1,1 | -2,6 | -3,7 | -3,5 | |
Categoría: RV Zona Euro Cap. Grande | ||||||
Benchmark de la Categoría: Morningstar DM Ezn TME NR EUR |
Estadística Rápida | ||
VL 13/05/2024 | EUR 120,60 | |
Cambio del día | -0,21% | |
Categoría Morningstar™ | RV Zona Euro Cap. Grande | |
ISIN | LU1313771260 | |
Patrimonio (Mil) 13/05/2024 | EUR 446,88 | |
Patrimonio Clase (Mil) 13/05/2024 | EUR 27,10 | |
Comisión Máx. Suscripción | 3,50% | |
Gastos Corrientes 01/03/2024 | 1,93% |
Morningstar Research |
Analyst Report | 03/10/2023 Ronald van Genderen, Senior Analyst Morningstar, Inc |
Candriam Sustainable EMU equity is a bottom-up-driven sustainable offering whose stock-picking is complemented by a qualitative style management overlay. This approach is not without risk but has worked very well since its introduction in 2018,... | |
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Pilares Morningstar | |
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Personal | 23 |
Firma Gestora | 23 |
Proceso | 24 |
Performance | |
Precio |
Objetivo de inversión: Candriam Sustainable Equity EMU C EUR Inc |
The aim of the Sub-Fund is to enable shareholders to benefit from the growth of the euro zone equity markets with an investment in equities selected by the portfolio management team on a discretionary basis and to outperform the benchmark. The selection is based on the stocks characteristics and growth prospects, as well as proprietary analysis of ESG criteria. |
Returns | ||||||||||||||||
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Gestión | ||
Nombre del gestor Fecha Inicio | ||
Geoffroy Goenen 30/12/2015 | ||
Laurent Milliat 30/12/2015 | ||
Creación del fondo 24/03/2017 |
Anuncio publicitario |
Benchmark de la Categoría | |
Benchmark de fondos | Benchmark Morningstar |
MSCI EMU NR EUR | Morningstar DM Ezn TME NR EUR |
Target Market | ||||||||||||||||||||
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Qué posee el fondo Candriam Sustainable Equity EMU C EUR Inc | 31/03/2024 |
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5 mayores posic. | Sector | % |
ASML Holding NV | Tecnología | 6,94 |
Beiersdorf AG | Consumo Defensivo | 4,49 |
Dassault Systemes SE | Tecnología | 4,44 |
KBC Groupe NV | Servicios Financieros | 4,29 |
Kerry Group PLC Class A | Consumo Defensivo | 3,40 |
Incremento Reducción Nuevo desde la anterior cartera | ||
Candriam Sustainable Equity EMU C EUR Inc |