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Belfius Equities China C Cap

Ranked 22 out of 61 in - China over 12 months
All calculations are in EUR unless stated

Managed by

Jan Boudewijns

Based in Brussels, Jan Boudewijns is head of emerging equity markets for Candriam. He joined the firm (then Dexia Asset Management) in 2003. He currently runs Chinese and Asian equity funds using an SRI overlay investment style. Jan studied Agronomy at the University of Leuven and outside of work he enjoys cycling, drawing, music and the theatre.

Mohamed Saïdi

Mohamed Lamine Saïdi has been a senior fund manager at Candriam since 2005. He previously worked with Fortis Investment and Swisscorp Financial Advisory (respectively in Paris and Geneva, Switzerland). Mohamed graduated with a master’s degree in Banking and Financial Econometrics from University of Aix-en-Provence in France.

Objective

The sub fund invests in companies whose registered office is situated and/or whose primary economic activity is carried out in China. These stocks are listed both on local and international stock exchanges and cover all sectors of the economy. The fund may also use derivatives (such as options, futures, swaps and forwards) for efficient portfolio management and hedging purposes (portfolio exposure, risk hedging).

Showing fund performance in Luxembourg View performance globally

Performance

China over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3%
2017 34.7% 11.8% 2.2% 9.6% 7.5%
2016 6.4% -8.0% 3.7% 13.8% -2.1%
2015 -3.5% 20.2% 0.2% -22.7% 3.7%
2014 20.4% -5.0% 3.8% 7.6% 13.5%
2013 3.8% -0.7% -6.1% 8.1% 3.0%
2012 18.2% 6.9% 0.8% 1.4% 8.2%
2011 -18.8% -3.9% -5.2% -23.9% 17.1%
2010 12.5% 5.9% 2.5% -0.4% 4.1%
2009 53.3% 4.0% 27.0% 3.8% 11.9%
2008 -47.6% -29.1% -4.8% -18.0% -5.3%
2007 44.4% -3.2% 22.9% 33.7% -9.2%
2006 64.6% 21.3% -3.7% 7.2% 31.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Luxembourg

Fund Info

  • Launch date14/12/2005
  • Share Class size96Mn
  • Base currencyEUR
  • ISIN BE0945530716

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.60%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).