Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Candriam SRI Defensive Asset Allocation C EUR Cap

Ranked 257 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

This sub-fund primarily invests in the following asset classes, either by direct investment, or through UCITS and/or other UCI : Debt instruments and/or other similar eligible securities (bonds and financial instruments having the same characteristics, including investment grade bonds, high yield bonds, inflation linked bonds, etc.) Equities and/or other similar eligible securities.

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 -1.2% 0.3% -0.2%
2017 1.1% 0.4% -0.6% 0.6% 0.7%
2016 1.2% 0.0% 1.0% 1.1% -0.8%
2015 -2.8% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date08/12/2017
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU1644442102

Purchase Info

  • Min. initial investment0

Charges

  • Annual management1.15%
  • Initial investment1.15%

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