Candriam SRI Equity EMU I EUR C

Ranked 7 out of 58 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Geoffroy Goenen

Geoffroy Goenen has been head of fundamental equity management at Candriam since 2012. He began his career in 1997 as a trainee in financial analysis, structured products and trading at Dexia Bank (now Candriam). Two years later he took on a role as a European equity fund manager and became head of thematic European equity management in 2011. Geoffroy has master’s degrees in law from the Université Catholique de Louvain in Belgium and in international law from the University of Leiden in the Netherlands.

Objective

The aim of the sub-fund is to enable shareholders to benefit from the growth of the euro zone equity markets with an investment in stocks selected by the portfolio management team on a discretionary basis. The selection is based on the stocks characteristics and growth prospects, as well as in-house analysis of Environmental, Social and Governance (ESG) criteria.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.5%
2018 -12.2% -5.1% 6.0% -0.2% -12.6%
2017 17.9% 6.6% 4.4% 4.3% 1.7%
2016 24.0% 2.5% 2.1% 12.2% 5.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. United Kingdom

Fund Info

  • Launch date29/12/2015
  • Share Class size85Mn
  • Base currencyEUR
  • ISIN LU1313771344

Purchase Info

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

Charges

  • Annual management0.55%
  • 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).