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Candriam L Balanced Asset Allocation I Cap EUR

Ranked 124 out of 393 in - Balanced EUR over 12 months
All calculations are in EUR unless stated

Managed by

Nadège Dufossé

Nadège Dufossé has been a senior asset allocation strategist at Candriam since 2011. She began her career as a sell-side equity analyst at Exane BNP Paribas. She spent ten years at the company, focusing on a number of sectors and latterly recruiting and integrating new analysts. In 2007 she joined Candriam as an asset allocation fund manager, and in 2011 became a senior asset allocation strategist. Nadège has a master in management with a specialization in Finance from the Grande Ecole HEC business school in Paris. She is a CFA Charterholder and holds a financial analyst diploma from the French Society of Financial Analysts.

Objective

The fund is a well-diversified balanced portfolio that invests in both traditional asset classes (equities, bonds and cash) and alternative asset classes (such as absolute return strategies and commodities) through funds and derivatives. The portfolio is balanced between bonds and equities, with a target equity exposure of 50%.

Showing fund performance in Luxembourg View performance globally

Performance

Balanced EUR over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0% 1.5% 0.9%
2017 5.7% 2.7% -0.4% 2.1% 1.3%
2016 2.5% -2.2% 0.8% 2.6% 1.4%
2015 4.9% 10.8% -3.7% -5.2% 3.7%
2014 9.7% 2.1% 3.4% 1.3% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg

Fund Info

  • Launch date19/12/2013
  • Base currencyEUR
  • ISIN LU0982874850

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • Initial investment0.00%

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