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Comgest Monde C

Rang 51 von 465 in - Aktien - Global über 36 Monate
All calculations are in EUR unless stated

Verwaltet von

Vincent Houghton

Vincent Houghton joined Comgest in 2009 and is a portfolio manager and analyst contributing to Comgest’s Global and EAFE Plus equity strategies. Based in Singapore, he has more than 30 years of investment and banking experience, principally in Asian markets. Prior to joining Comgest, Vincent worked in Asia with Merrill Lynch, HSBC and Credit Lyonnais as an investment analyst and in a variety of institutional sales director roles dating back to 1993. He started his career in 1980 at Hong Kong Bank, serving in successive regional management roles in Bahrain, Brunei and Hong Kong. He graduated from the University of London’s School of Oriental and African Studies (SOAS) and has a Master’s degree in Economic Development.

Laure Négiar

Laure Negiar joined Comgest in 2010, initially within the firm’s US equity team as an analyst before moving to the global equity team where she is today a portfolio manager and analyst. Laure contributes to the Comgest Growth World, Comgest Monde and Comgest Growth EAFE Plus funds, as well as several global equity segregated accounts. Before joining Comgest, Laure worked at BNP Paribas Equities & Derivatives in Paris and London, and prior to that worked in several roles within the US government. Laure obtained a Bachelor’s degree in public policy from Stanford University before graduating on the Dean's list with an MSc in management from the HEC business school in France. Laure is also a CFA charterholder.

Céline Piquemal-Prade

Céline Piquemal‐Prade joined Comgest in 2003 as a global equities analyst working closely alongside Jean‐Francois Canton, one of the firm’s founders. Céline became a lead portfolio manager of Comgest’s global strategy in 2008 including the Comgest Monde and Comgest Growth World funds as well as the Comgest Growth EAFE Plus fund since its launch in 2012 and a number of global segregated mandates. Céline began her career in London as an analyst at J.P. Morgan and then at Morgan Stanley before joining McKinsey in 2000 as a consultant in the Financial Institutions Group practice, where she advised corporations across a number of different industries. She graduated from the HEC business school in Paris with a major in finance.

Zak Smerczak

Anlageziel

The objective of the fund is to seek for an absolute performance without reference to an index, with a long term perspective and through a stock picking strategy for securities selection. The portfolio is exposed to a minimum of 60% of its assets to international equtiy markets.

Performance

Aktien - Global über : 30.04.2015 - 30.04.2018
  • Rangfolge 51/465 Gesamtertrag
  • Rangfolge 132/465 Standardabweichung
  • Rangfolge 150/465 Maximaler Verlust

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 31.03.2018 Jährlich Q1 Q2 Q3 Q4
2018 -1,1%
2017 19,4% 7,2% 1,3% 0,9% 8,9%
2016 3,1% -6,1% 5,3% 2,1% 2,1%
2015 11,8% 18,4% -4,8% -8,4% 8,2%
2014 17,5% -0,2% 4,9% 5,7% 6,1%
2013 19,7% 8,3% 0,3% 4,3% 5,7%
2012 11,8% 5,6% 0,8% 2,3% 2,7%
2011 -7,0% -7,5% 1,0% -5,3% 5,1%
2010 19,1% 8,4% -1,3% 0,9% 10,4%
2009 31,4% -1,9% 15,3% 9,1% 6,5%
2008 -31,2% -10,3% -1,4% -4,8% -18,4%
2007 -2,1% 0,8% 2,9% 3,0% -8,3%
2006 6,8% 4,0% -5,6% 4,7% 3,8%
2005 27,1% 3,8% 7,0% 7,6% 6,4%
2004 2,4% 5,4% -1,0% -3,3% 1,5%
2003 9,6% -8,8% 9,3% 5,3% 4,4%
2002 -23,9% 3,0% -11,7% -13,4% -3,4%
2001 -14,5% -7,9% 6,4% -19,2% 8,0%
2000 -3,9% 0,7% -4,7% 3,6% -3,3%
1999 89,3% 12,4% 20,9% 10,5% 26,0%
1998 22,7% 17,1% -1,2% -10,1% 18,0%
1997 20,6% 7,4% 15,5% -0,7% -2,1%
1996 22,5% 12,0% 7,1% -2,3% 4,6%
1995 1,8%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Belgien
  3. Frankreich
  4. Deutschland
  5. Niederlande
  6. Schweiz
  7. Vereinigtes Königreich

Information über den Fonds

  • Starttermin27.06.1991
  • Größe der Anteilsklasse489Mn
  • BasiswährungEUR
  • ISIN FR0000284689

Kaufinformation

  • Mindestanlage (initial)0
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Ausgabeaufschlag2,5

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Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)