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Belfius Equities Leading Brands C Cap

Ranked 3 out of 9 in - Consumer Staples over 12 months
All calculations are in EUR unless stated

Managed by

Allan Foll

Johan Van der Biest

Johan Van der Biest is a senior equity fund manager at Candriam. He joined the firm in 2003 and prior to this, he was a senior equity fund manager at Cordius Asset Management. Johan graduated from Katholieke Universiteit Leuven with a degree in Commercial Engineering and orientation Finance.

Objective

The fund invests mainly in shares of global companies recognized as brand companies exposed to consumer sectors. The fund can be positioned as a defensive way to invest in global equities, benefitting at the same time from other interesting investment themes such as changing demographics, emerging markets, consumer ascendance, and global consumerism.

Showing fund performance in Luxembourg View performance globally

Performance

Consumer Staples over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% 8.8%
2017 6.2% 6.5% -1.5% -2.7% 4.1%
2016 1.0% -4.6% 0.5% 2.3% 2.9%
2015 16.7% 17.3% -4.1% -5.2% 9.5%
2014 19.8% -1.8% 5.2% 5.9% 9.5%
2013 23.7% 14.4% 0.6% 2.7% 4.6%
2012 15.6% 8.9% 3.1% 3.8% -0.8%
2011 2.6% -5.4% 2.8% -4.7% 10.8%
2010 23.7% 9.8% -0.3% 2.7% 10.1%
2009 20.9% -6.4% 8.8% 9.8% 8.2%
2008 -32.8% -14.3% -6.6% 0.3% -16.3%
2007 -2.4% 3.9% 1.5% -4.5% -3.1%
2006 10.6% 3.5% -2.1% 7.5% 1.5%
2005 23.3% 4.0% 6.8% 6.5% 4.4%
2004 5.4% 3.3% 4.6% -4.9% 2.6%
2003 7.6% -12.5% 11.5% 2.7% 7.3%
2002 -29.3% 1.9% -14.1% -17.0% -2.8%
2001 -8.0% -5.8% 6.0% -16.6% 10.6%
2000 6.6% -0.8% 4.9% 5.6% -3.0%
1999 -2.7% -3.6% 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date26/02/1999
  • Share Class size114Mn
  • Base currencyEUR
  • ISIN BE0170209713

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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