Suscríbase de manera gratuita para recibir nuestras últimas noticias con análisis y comentarios de nuestros equipos. La suscripción tan solo le llevará un minuto.

PARVEST Equity Best Selection Euro I Cap EUR

Clasificado 25 de 96 sobre - Renta variable - Zona Euro durante 12 meses
All calculations are in EUR unless stated

Gestionado por

Valérie Charriere-Pousse

Valérie Charriere-Pousse is a senior portfolio manager at BNP Paribas Investment Partners, where she specialises in European equities. She manages funds investing in shares of companies headquartered in Europe and characterised by the quality of their financial structure and their potential for earnings growth. Prior to this, Valérie worked at Fortis Investments.

Olivier Rudigoz

Olivier Rudigoz graduated from the Ecole des Hautes Etudes Commerciales (HEC) in Paris in 1987, and also holds a law degree from the University of Paris-Sceaux. He started his career at Paribas Asset Management in the European equities team before joining Putnam Investments in Boston. He then worked as a senior portfolio manager at Merril Lynch Asset Management before joining BNP Paribas where he is currently a portfolio manager.

Objetivo

The fund invests at least 75% of its assets in shares or similar securities denominated or quoted in euros on a limited number of companies that are headquartered in the member countries of the European Community and characterized by the quality of their financial structure and / or their potential for earnings growth. The remainder, 25% of assets to the maximum, may be invested in other securities, money market instruments, derivative financial instruments or cash, provided that investments in debt securities of any kind do not exceed 15% of assets in limit of 10% of its assets in other UCITS or UCI.

Rentabilidad

Renta variable - Zona Euro durante : 30/09/2017 - 30/09/2018

Rentabilidad Total

Rentabilidad trimestral

a 30/09/2018 Anual T1 T2 T3 T4
2018 -3,5% 4,1% -1,0%
2017 13,3% 7,5% 1,8% 2,8% 0,8%
2016 3,2% -6,0% -3,7% 6,2% 7,3%
2015 9,8% 19,2% -4,6% -8,7% 5,7%
2014 3,8% 2,4% 3,3% -2,3% 0,4%
2013 21,0% 3,5% 0,4% 9,2% 6,6%
2012 23,8% 10,7% -3,6% 8,5% 7,0%
2011 -8,4% 2,7% 0,9% -17,6% 7,3%
2010 7,6% 0,4% -5,8% 7,7% 5,6%
2009 30,7% -11,4% 17,9% 18,6% 5,5%
2008 -39,6% -15,1% -3,1% -9,3% -19,1%
2007 7,0% 3,9% 9,1% -4,1% -1,6%
2006 18,1% 10,0% -6,3% 7,0% 7,0%
2005 23,2% 5,1% 6,9% 5,8% 3,6%
2004 9,2% 2,0% 2,6% -3,5% 8,1%

Rentabilidad mensual

Rentabilidad ajustada al riesgo

Registrado Para La Venta En

  1. Austria
  2. Chile
  3. Chipre
  4. Dinamarca
  5. Francia
  6. Alemania
  7. Grecia
  8. Irlanda
  9. Italia
  10. Korea
  11. Luxemburgo
  12. Holanda
  13. Noruega
  14. Portugal
  15. Singapur
  16. España
  17. Suecia
  18. Suiza
  19. Reino Unido

Información del fondo

  • Fecha de inauguración23/10/2003
  • Tamaño del fondo332Mn
  • Moneda baseEUR
  • ISIN LU0823401814

Información de compra

  • Inversión mínima inicial0
  • Mínima aportación periódica adicional0

Costos

  • Inversión inicial0,00%

El rendimiento es para el periodo mostrado (final de mes hasta final de mes, cotización bid/bid, interés bruto reinvertido, calculado en EUR