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PARVEST Equity Europe Mid Cap C C EUR

Rang 95 von 107 in - Aktien - Europa (Small & Mid Cap) über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Damien Kohler

Damien Kohler is currently Head of the European Small & Mid Caps team at BNP Paribas Asset Management. In 1993 he started as an internal auditor for BNP Paribas General Inspection. Damien joined BNP Paribas Asset Management as an analyst in 1997 and later was promoted to a senior portfolio manager before rising to his current position in 2006. Damien graduated from the Ecole des Mines, France and is a CFA Charterholder.

Fiona Wills

Fiona Wills is currently lead manager on the Parvest Equity Europe Mid Cap Fund at BNP Paribas Asset Management. In 1990 Fiona started her career at Banque Hervet Capital Markets. She then joined Paribas Asset Management in 1992 (later acquired by BNP) and worked in marketing and support before becoming Head of Equity Product Specialists. In 2000, Fiona joined the European Equity team as a buy-side analyst and became a portfolio manager in 2007. Fiona graduated from the University College Dublin with a Masters of Business Studies in 1989 and is a CFA Charterholder.

Anlageziel

This sub-fund invests at least 2/3 of its assets in equities and/or equity equivalent securities issued by companies with a market capitalisation of less than 130% of the highest market capitalisation and greater than 70% of the lowest market capitalisation (observed at the beginning of each financial year) of the STOXX Europe Mid 200 index, that have their registered offices or conduct the majority of their business activities in Europe. The remaining portion, namely a maximum of 1/3 of its assets, may be invested in any other transferable securities, money market instruments, financial derivative instruments, and/or cash, and also, within a limit of 15% of the assets, in debt securities of any kind and, within a limit of 10% of the assets, in UCITS or UCIs.

Performance

Aktien - Europa (Small & Mid Cap) über : 31.12.2016 - 31.12.2017

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 31.12.2017 Jährlich Q1 Q2 Q3 Q4
2017 14,1% 7,2% 2,5% 3,1% 0,7%
2016 -5,6% -6,9% -5,9% 8,4% -0,5%
2015 20,7% 16,4% 3,7% -7,2% 7,7%
2014 11,4% 4,1% 0,7% 0,6% 5,6%
2013 20,8% 6,9% -2,7% 9,3% 6,2%
2012 23,4% 14,7% -4,6% 8,9% 3,5%
2011 -9,9% -0,8% 2,2% -18,4% 8,9%
2010 15,0% 8,0% -7,2% 5,2% 9,1%
2009 39,9% -6,9% 22,2% 20,2% 2,3%
2008 -48,5% -19,5% 1,8% -19,3% -22,2%
2007 -0,7% 2,4% 5,0% -4,3% -3,5%
2006 28,9% 12,5% -3,3% 3,3% 14,8%
2005 24,4% 5,1% 3,2% 9,2% 5,1%
2004 21,4% 9,4% 2,2% 0,5% 8,1%
2003 15,2% -11,2% 14,9% 4,7% 7,9%
2002 -23,5% 6,2% -9,9% -19,1% -1,2%
2001 -18,9% -9,2% 2,4% -19,1% 7,8%
2000 8,0% 12,9% -3,6% 6,7% -7,0%
1999 35,3% 3,2% 2,4% -0,7% 28,8%
1998 23,7% 28,6% 5,8% -19,6% 13,1%
1997 28,3% 10,8% 9,3% 3,9% 2,0%
1996 -0,1% 7,9%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Bahrain
  3. Belgien
  4. Tschechien
  5. Finnland
  6. Frankreich
  7. Deutschland
  8. Hong Kong
  9. Ungarn
  10. Italien
  11. Jersey
  12. Korea
  13. Luxemburg
  14. Macau
  15. Niederlande
  16. Norwegen
  17. Peru
  18. Portugal
  19. Singapur
  20. Slowakei
  21. Spanien
  22. Schweiz
  23. Taiwan
  24. Vereinigtes Königreich

Information über den Fonds

  • Starttermin14.06.1996
  • Größe der Anteilsklasse49Mn
  • Basiswährung
  • ISIN LU0066794719

Kaufinformation

  • Mindestanlage (initial)0
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)