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Candriam Sustainable World C Cap

Rang 403 von 841 in - Aktien - Global über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Tanguy Cornet

Tanguy Cornet has been deputy head of quantitative equity management at Candriam since 2010. He started his career in 2001 with a graduate program at Artesia Banking Corporation, performing a variety of roles amongst others corporate financing, credit analysis, private banking. Eighteen months later, he joined Candriam as a quantitative analyst in asset allocation. Since then he has held a variety of other positions, including portfolio attribution officer, global balanced fund manager and senior quantitative researcher. He took up his current position as deputy head of quantitative equity management in 2010. Tanguy has a master’s degrees in economics from the Université Libre de Bruxelles in Belgium and in risk management from the Facultés Universitaires Saint-Louis in Brussels.

Bart Goosens

Bart Goosens has been Candriam’s Global head of quantitative equity management since 2001. He began his career in 1994 in Merrill Lynch’s private banking department, moving to JP Morgan in 1995 where he held a number of positions. In 1997 he joined Candriam as an equity fund manager/financial analyst. While managing several international equity funds, he developed a series of quantitative equity models. In 2001, he then formed the quantitative equity management team that he still heads today. Bart Goosens received his Master of Applied Economics from the University of Antwerp.

Anlageziel

The sub-fund invests globally in the stocks of the best companies within each sector (i.e., the top 50%) which most successfully integrate environmental, social and governance concerns into their business models and their stakeholder management. Moreover, eligible portfolio holdings must act in accordance with the UN Global Compact ten principles and are not involved in the arms industry.

Performance

Aktien - Global über : 30.09.2017 - 30.09.2018
  • Rangfolge 403/841 Gesamtertrag
  • Rangfolge 140/841 Standardabweichung
  • Rangfolge 369/841 Maximaler Verlust

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.09.2018 Jährlich Q1 Q2 Q3 Q4
2018 -5,3% 6,2% 5,4%
2017 1,6% 4,1% -4,2% -0,4% 2,3%
2016 9,1% -4,7% 3,0% 3,2% 7,7%
2015 7,9% 15,8% -4,6% -10,3% 8,9%
2014 16,8% 2,2% 5,4% 5,1% 3,3%
2013 22,3% 13,0% -1,1% 3,6% 5,6%
2012 10,5% 7,5% -1,1% 4,6% -0,7%
2011 -1,8% -1,2% -1,0% -9,7% 11,1%
2010 14,4% 7,7% -4,6% 0,6% 10,8%
2009 29,7% -7,1% 15,6% 13,5% 6,5%
2008 -41,4% -15,3% -1,7% -5,6% -25,4%
2007 -6,8% 1,3% 4,6% -4,9% -7,5%
2006 5,1% 3,1% -4,8% 3,7% 3,3%
2005 23,2% 2,3% 8,7% 5,8% 4,8%
2004 4,8% 4,8% 2,0% -4,2% 2,4%
2003 12,2% -8,1% 11,3% 3,6% 5,9%
2002 -28,3% 4,2% -18,6% -13,9% -1,8%
2001 -8,8% -9,6% 8,9% -22,2% 19,1%
2000 6,4% 6,7% -2,1% 6,9% -4,7%
1999 34,6% -0,2% 9,3% 0,8% 22,4%
1998 -21,7% 16,0%

Monatliche Performance

Rendite vs Risiko

Portfoliostruktur

Zusammensetzung

31.08.2018

Top 10 Positionen

Aktien Größe
Amazon.com Inc ORD 2,84%
Microsoft Corp ORD 2,01%
Home Depot Inc ORD 1,97%
Procter & Gamble Co ORD 1,85%
Oracle Corp ORD 1,71%
Amgen Inc ORD 1,66%
American Express Co ORD 1,53%
F5 Networks Inc ORD 1,46%
Roche Holding AG Par 1,35%
Nestle SA ORD 1,27%
31.08.2018

Zum Verkauf zugelassen in

  1. Österreich
  2. Belgien
  3. Frankreich
  4. Deutschland
  5. Italien
  6. Spanien
  7. Schweiz

Information über den Fonds

  • Starttermin20.03.2000
  • Größe der Anteilsklasse33Mn
  • BasiswährungEUR
  • ISIN BE0946893766

Kaufinformation

  • Mindestanlage (initial)1
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr1,50%

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