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Digital Funds Stars Europe Ex-UK

Rang 2 von 22 in - Aktien - Europa ex. UK über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Julien Bernier

Julien Bernier is currently the chief investment officer of Chahine Capital. Based in Luxembourg, he is also the lead manager of the Digital Funds SICAV range of funds, and in charge of the company’s investment research. Julien started his career in year 2000 as a senior consultant for JCF Group – founded by Jacques Chahine. In 2001, he became lead fund manager of the Digital Stars strategies, and participated in the creation of Chahine Capital, a Luxembourg-based investment management company. He holds an engineering degree from École Centrale de Nantes, and an MBA from IAE Paris.

Jacques Chahine

Jacques Chahine is the founder of Chahine Capital. He is also strategist for the company, and equity fund manager. He spent 27 years with AC Nielsen Group, where he was chief statistical officer. In 1988, he founded JCF Group (Jacques Chahine Finance), a company specialising in financial information, acquired by FactSet in 2004. He has been the chairman of digital funds SICAV since 1998, and founded Chahine Capital, a Luxembourg-based investment management company. Chahine holds a PhD in mathematical statistics from the Sorbonne University.

Aymar de Léotoing

Aymar de Léotoing is an equity fund manager at Chahine Capital. He started his career in 2000 as a senior consultant for JCF Group – founded by Jacques Chahine - and as quantitative portfolio analytics specialist after the company was acquired by FactSet. He joined Amundi as a quantitative analyst, and then held various positions in the financial markets. He joined Chahine Capital in 2016. Aymar holds a civil engineering degree from ESTP in Paris, and the CQF.

Anlageziel

The sub-fund will invest at least 80% of its net assets in stocks from the EU country members, Norway and Switzerland but excluding the United Kingdom, followed by at least 3 brokers and whose capitalisation exceeds 100 million EUR. The sub-fund may invest up to 1/3 of its assets in bonds, convertible bonds and money market papers. Large capitalisation companies of the Euro Stoxx 50 index will not exceed 50% of the net assets depending on the market conditions.

Performance

Aktien - Europa ex. UK über : 31.08.2017 - 31.08.2018

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.06.2018 Jährlich Q1 Q2 Q3 Q4
2018 -1,2% 4,6%
2017 25,0% 9,3% 4,0% 7,7% 2,0%
2016 5,0% -5,3% 0,4% 7,8% 2,4%
2015 24,7% 19,0% -2,5% -3,8% 11,6%
2014 3,6% 6,8% -0,1% -4,4% 1,6%
2013 37,1% 8,4% 2,6% 12,1% 10,0%
2012 22,4% 10,2% -3,5% 7,9% 6,8%
2011 -21,4% -2,8% -0,1% -23,2% 5,3%
2010 32,3% 11,0% -6,9% 10,7% 15,7%
2009 36,1% -10,9% 16,6% 25,3% 4,5%
2008 -42,2% -13,5% 0,3% -16,4% -20,3%
2007 9,7% 7,6% 9,7% -4,6% -2,5%
2006 4,5% 12,5%

Monatliche Performance

Rendite vs Risiko

Portfoliostruktur

Zusammensetzung

31.07.2018

Top 10 Positionen

Aktien Größe
GBP Cash 4,32%
Neste Oyj ORD 1,85%
Kering SA ORD 1,85%
Ferrari NV ORD 1,82%
Partners Group Holding AG ORD 1,78%
Rockwool International A/S ORD 1,78%
Wirecard AG ORD 1,75%
Royal Unibrew A/S ORD 1,71%
Ambu A/S ORD 1,66%
Moncler SpA ORD 1,61%
31.07.2018

Zum Verkauf zugelassen in

  1. Österreich
  2. Belgien
  3. Frankreich
  4. Deutschland
  5. Italien
  6. Luxemburg
  7. Spanien
  8. Schweden
  9. Schweiz
  10. Vereinigtes Königreich

Information über den Fonds

  • Starttermin30.06.2006
  • Größe der Anteilsklasse339Mn
  • BasiswährungEUR
  • ISIN LU0259626645

Kaufinformation

  • Mindestanlage (initial)1
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

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