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Davy Global Brands Equity A Acc

Rang 166 von 465 in - Aktien - Global über 36 Monate
All calculations are in EUR unless stated

Verwaltet von

Des Flood

Des Flood has 28 years of experience within the fund management industry. He joined Davy from Bloxham Asset Management in 2012, as part of the Bloxham acquisition. Des previously worked as a senior fund manager at Bank of Ireland Asset Management (BIAM) with responsibility for European and global portfolios. Prior to that, Des worked for Hibernian Investment Managers as head of equities, with National Mutual of Australia and at Paribas Capital Markets. Des holds a Master of Arts in Economics from University College Dublin and is a member of the CFA Institute.

Jonty Starbuck

Jonty Starbuck joined Davy in 2015 as fund manager of the Global Brands Equity Fund. He has 15 years of investment experience, including eight years covering European consumer companies at T Rowe Price. Prior to this, Jonty worked as a generalist supporting a global portfolio (two years at T Rowe) and four years as a sell-side Telecommunications Services equipment analyst at Morgan Stanley. Jonty holds a BSc (1st Class) and PhD in Structural and Theoretical Chemistry from Bristol University, UK.

Anlageziel

To provide investors with long term capital growth by investing on a global basis in shares of companies which have strong brands or franchises. The Fund will invest in shares of international companies which it believes have strong global brands and franchises

Performance

Aktien - Global über : 30.04.2015 - 30.04.2018

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 31.03.2018 Jährlich Q1 Q2 Q3 Q4
2018 -4,2%
2017 10,0% 7,9% 0,5% -2,7% 4,3%
2016 1,2% -4,5% 0,1% 3,3% 2,5%
2015 17,7% 16,5% -1,8% -5,0% 8,3%
2014 15,0% -3,7% 5,3% 4,9% 8,1%
2013 19,5% 8,5% -0,3% 5,4% 4,8%
2012 23,1% 12,1% 0,2% 7,3% 2,3%
2011 2,2% -1,3% 0,3% -7,2% 11,3%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Irland
  3. Vereinigtes Königreich

Information über den Fonds

  • Starttermin01.12.2010
  • Größe der Anteilsklasse66Mn
  • BasiswährungEUR
  • ISIN IE00BRJL3P80

Kaufinformation

  • Mindestanlage (initial)500
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Jährliche Verwaltungsgebühr0,68%

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