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R Conviction Euro C

Clasificado 84 de 96 sobre - Renta variable - Zona Euro durante 12 meses
All calculations are in EUR unless stated

Gestionado por

Antony Bailly

Anthony Bailly joined Rothschild Asset Management in February 2007. In September 2016, he became a co-portfolio manager for Eurozone/Europe equities. He started his career as a financial auditor at Arthur Andersen and Ernst & Young. Bailly graduated from ESC Bordeaux in finance and has a MBA of the Xavier University (Cincinnati, USA).

Didier Bouvignies

Didier Bouvignies has been a general partner at Rothschild Asset Management since late 2004 and is CIO of conviction portfolio management. He was born in 1962 and attended the Paris-Dauphine University where he gained a DESS in finance and banking. He started his career as a French equities manager with UAP in 1986 and became head of the French equities management team in 1994. Bouvignies joined Victoire Asset Management in 1997 where he was CIO before moving to Edmond de Rothschild in 2002 as head of European equities and convertibles. In 2004 he moved to MWAM group where he was involved in long/short equity management of a hedge fund. He is SFAF qualified and has been managing funds for over 22 years.

Objetivo

The fund has as management objective to outperform the index EURO STOXX, by being exposed by at least 70% of its assets to equities issued in one or more markets of the euro zone and also in countries of Eastern Europe with a maximum limit of 10%. It may also invest in fixed income or convertibles with a maximum limit of 30% and by up to 10% in shares or units of other mutual funds.The fund is eligible for the Savings Scheme PEA and its assets will always be invested by at least 75% in securities eligible for the PEA.

Rentabilidad

Renta variable - Zona Euro durante : 30/09/2017 - 30/09/2018
  • Rango 84/96 Rentabilidad Total
  • Rango 93/96 Desviación estándar
  • Rango 71/96 Máxima Caída

Rentabilidad Total

Rentabilidad trimestral

a 30/09/2018 Anual T1 T2 T3 T4
2018 -1,5% -2,4% 1,2%
2017 14,7% 9,4% 1,8% 5,7% -2,5%
2016 -2,5% -10,9% -12,5% 9,3% 14,6%
2015 9,4% 21,7% -4,1% -10,6% 4,8%
2014 0,3% 8,9% -2,7% -2,2% -3,2%
2013 36,6% 0,1% 4,5% 19,8% 9,0%
2012 23,4% 15,7% -10,9% 8,1% 10,7%
2011 -27,1% 6,1% -0,4% -31,1% 0,1%
2010 1,6% 1,5% -8,6% 7,5% 1,9%
2009 35,2% -13,1% 20,8% 26,8% 1,6%
2008 -30,0% -11,8% -4,3% -4,6% -13,0%
2007 2,9% 2,2% 6,0% -5,5% 0,5%
2006 15,0% 7,5% -2,4% 4,3% 5,1%
2005 7,5% 3,1%

Rentabilidad mensual

Rentabilidad ajustada al riesgo

Distribución de activos

Desglose

30/06/2018

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30/06/2018

Registrado Para La Venta En

  1. Austria
  2. Bélgica
  3. Francia
  4. Alemania
  5. Italia
  6. Luxemburgo
  7. Holanda
  8. España
  9. Suiza

Información del fondo

  • Fecha de inauguración09/05/2005
  • Tamaño del fondo220Mn
  • Moneda baseEUR
  • ISIN FR0010187898

Información de compra

  • Inversión mínima inicial2.500
  • Mínima aportación periódica adicional0

Costos

  • Comisión de gestión anual1,50%
  • Inversión inicial4,50%

Noticias relevantes

Euro equity duo reveal recovery stories powering performance

Rothschild & Cie's Didier Bouvignies and Philippe Chaumel explain how their eurozone focus has driven them up the sector.

Getting beyond Greece: top European equity managers revealed

Citywire Global looks at the top three fund managers and teams rising to the top of the volatile European equity sector over the past three years.

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