NAV13/06/2024 Chg.-12.1501 Type de rendement Focus sur l'investissement Société de fonds
2,196.2100EUR -0.55% reinvestment Equity Europe Candriam 

Stratégie d'investissement

The fund seeks to achieve capital growth by investing in the principal assets traded and to outperform the benchmark. The management team makes discretionary investment choices based on economic/financial analyses, but also on the basis of Candriam's internal analysis of environmental, social and governance (ESG) criteria. The selection of companies is based on a combination of two criteria: the ability to innovate and the financial quality. The analysis of the ability to innovate identifies the most innovative companies in their sector. This includes, but is not limited to, product innovation, organisational innovation, marketing innovation, etc. The analysis of financial quality selects the best companies according to five criteria: quality of management, growth potential, competitive advantage, value creation and indebtedness. The fund promotes, among other characteristics, environmental and/or social characteristics but does not have sustainable investment as its objective. The issuers are evaluated on the basis of an analysis of their commercial activities (how the companies respond to the main challenges of sustainable development such as climate change, resource management and waste management) and stakeholders (how the companies manage the main considerations concerning stakeholders such as human resources, the environment, etc.).
 

Objectif d'investissement

The fund seeks to achieve capital growth by investing in the principal assets traded and to outperform the benchmark. The management team makes discretionary investment choices based on economic/financial analyses, but also on the basis of Candriam's internal analysis of environmental, social and governance (ESG) criteria. The selection of companies is based on a combination of two criteria: the ability to innovate and the financial quality.
 

Opérations

Type de rendement: reinvestment
Fonds Catégorie: Equity
Région de placement: Europe
Branche: Mixed Sectors
Benchmark: MSCI Europe NR
Début de l'exercice: 01/01
Dernière distribution: -
Banque dépositaire: CACEIS Bank, Luxembourg Branch
Domicile: Luxembourg
Permission de distribution: Austria, Germany, Switzerland, Luxembourg
Gestionnaire du fonds: Goeffroy Goenen, Antoine Hamoir
Actif net: 746.96 Mio.  EUR
Date de lancement: 07/04/2020
Focus de l'investissement: -

Conditions

Surtaxe d'émission: 0.00%
Frais d'administration max.: 0.45%
Investissement minimum: 15,000,000.00 EUR
Deposit fees: -
Frais de rachat: 0.00%
Prospectus simplifié: Télécharger (Version imprimée)
 

Société de fonds

Société de fonds: Candriam
Adresse: 19-21 route d'Arlon, 8009, Strassen
Pays: Luxembourg
Internet: www.candriam.com
 

Actifs

Stocks
 
95.51%
Cash
 
4.49%

Pays

United Kingdom
 
17.87%
Germany
 
15.29%
France
 
14.15%
Switzerland
 
13.20%
Sweden
 
8.23%
Ireland
 
6.84%
Italy
 
4.80%
Netherlands
 
4.64%
Cash
 
4.49%
Denmark
 
3.24%
Spain
 
3.20%
Norway
 
2.92%
Luxembourg
 
1.13%

Branches

Healthcare
 
23.77%
IT/Telecommunication
 
21.06%
Consumer goods
 
19.76%
Industry
 
12.92%
Commodities
 
10.00%
Finance
 
6.87%
Cash
 
4.49%
real estate
 
1.13%