Candriam Sustainable Equity EMU I EUR AccRegístrese para Ver el Rating |
Cómo se ha comportado este fondo | 31/10/2023 |
Crecimiento de 1.000 (EUR) | Gráfico Avanzado |
![]() | Fondo | 32,8 | 2,8 | 25,4 | -13,6 | 2,7 |
![]() | +/-Cat | 9,0 | 4,5 | 3,5 | 0,0 | -2,4 |
![]() | +/-Ind | 7,5 | 3,6 | 2,6 | -1,6 | -3,9 |
Categoría: RV Zona Euro Cap. Grande | ||||||
Benchmark de la Categoría: Morningstar DM Ezn TME NR EUR |
Estadística Rápida | ||
VL 28/11/2023 | EUR 1690,55 | |
Cambio del día | -0,04% | |
Categoría Morningstar™ | RV Zona Euro Cap. Grande | |
ISIN | LU1313771344 | |
Patrimonio (Mil) 28/11/2023 | EUR 436,26 | |
Patrimonio Clase (Mil) 28/11/2023 | EUR 181,59 | |
Comisión Máx. Suscripción | - | |
Gastos Corrientes 01/02/2023 | 0,85% |
Morningstar Research |
Analyst Report | 03/10/2023 Ronald van Genderen, 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,... | |
Haga clic aquí para leer el análisis |
Pilares Morningstar | |
---|---|
Personal | 23 |
Firma Gestora | 23 |
Proceso | 24 |
Performance | |
Precio |
Objetivo de inversión: Candriam Sustainable Equity EMU I EUR Acc |
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 | |||||||||||||
|
Gestión | ||
Nombre del gestor Fecha Inicio | ||
Geoffroy Goenen 30/12/2015 | ||
Laurent Milliat 30/12/2015 | ||
Creación del fondo 30/12/2015 |
Anuncio publicitario |
Benchmark de la Categoría | |
Benchmark de fondos | Benchmark Morningstar |
MSCI EMU NR EUR | Morningstar DM Ezn TME NR EUR |
Target Market | ||||||||||||||||||||
|
Qué posee el fondo Candriam Sustainable Equity EMU I EUR Acc | 30/09/2023 |
|
|
5 mayores posic. | Sector | % |
![]() | ![]() | 4,58 |
![]() | ![]() | 4,57 |
![]() | ![]() | 4,40 |
![]() | ![]() | 4,15 |
![]() | ![]() | 4,10 |
![]() | ||
![]() ![]() ![]() | ||
Candriam Sustainable Equity EMU I EUR Acc |