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Belfius Equities Robotics & Innovative Tech C C

Ranked 3 out of 34 in - Technology over 12 months
All calculations are in EUR unless stated

Managed by

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 assets comprising this sub-fund will be primarily invested in equities and/or similar marketable securities issued by companies around the world, considered as being ideally positioned to benefit from innovations in technology and robotics (e.g. artificial intelligence, automation, virtual reality, etc.). This is a conviction-driven sub-fund, i.e. its management is based on a rigorous selection of a limited number of equities (all cap sizes).

Showing fund performance in Luxembourg View performance globally

Performance

Technology over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 31.2% 13.0% 1.2% 8.7% 5.5%
2016 12.8% -5.2% 1.2% 12.1% 4.9%
2015 14.3% 13.1% -4.3% -5.7% 11.9%
2014 29.1% 1.6% 4.6% 11.5% 8.9%
2013 19.4% 7.6% -0.3% 2.4% 8.6%
2012 9.8% 15.9% -5.0% 3.9% -3.9%
2011 -0.5% -3.1% -3.4% -3.5% 10.2%
2010 17.3% 9.9% -4.4% -0.8% 12.6%
2009 48.1% 5.2% 15.2% 10.9% 10.2%
2008 -41.1% -22.1% 3.0% -4.4% -23.2%
2007 3.6% -1.8% 8.2% 0.8% -3.3%
2006 -4.6% 1.0% -13.9% 7.4% 2.1%
2005 17.3% -3.2% 8.2% 5.8% 6.0%
2004 -6.1% 3.7% 0.0% -12.3% 3.4%
2003 21.1% -6.4% 14.4% 9.8% 3.1%
2002 -49.4% -5.5% -34.8% -27.8% 13.8%
2001 -25.9% -22.5% 12.4% -38.3% 37.9%
2000 -36.4% 25.0% -10.6% -9.4% -37.2%
1999 114.4% 17.5% 20.4% 1.6% 49.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date04/06/1997
  • Share Class size409Mn
  • Base currencyUSD
  • ISIN BE0176735018

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Candriam switches lead manager on thematic fund

Asset management firm appoints equity specialist to take over on strategy focused on telecoms sector.

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