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Comgest Monde C

Rang 23 von 484 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 specialising in Global and EAFE Plus equity. Based in Singapore, he has more than 30 years of investment and banking experience, principally in Asian markets. Prior to joining Comgest, Houghton 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. Negiar also contributes to the EAFE Plus strategy and co-manages several global equity segregated accounts. Before joining Comgest, Negiar worked at BNP Paribas Equities & Derivatives in Paris and London, and prior to that worked for the US government. Negiar obtained a bachelor’s degree in public policy from Stanford University before graduating with an MSc in management from the HEC Paris business school in France. She is a CFA charterholder.

Céline Piquemal-Prade

Céline Piquemal-Prade joined Comgest’s global equities team in 2003 and is today a member of the Group’s Investment Executive and Management committees. Piquemal-Prade became a lead portfolio manager of Comgest’s global strategy in 2008 and has worked on Comgest’s EAFE Plus strategy since its launch in 2012. She also co-manages a number of global segregated mandates. Piquemal-Prade 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. She graduated from the HEC business school in Paris with a major in finance.

Zak Smerczak

Zak Smerczak joined Comgest in 2016 and is an analyst and portfolio manager in the global equity team. Smerczak started his career in 2006 at Deloitte in London, initially in Assurance & Advisory Services before moving to Transaction Services. In 2011 Zak joined Mirabaud Asset Management where he worked as an analyst covering global equities. In 2015 he moved to Polar Capital Holdings where he held the position of analyst / portfolio manager. Smerczak holds a bachelor of business science degree with honours in finance from the University of Cape Town. He is a CFA charterholder and has been a member of the Institute of Chartered Accountants of Scotland since 2009.

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 : 30.09.2015 - 30.09.2018
  • Rangfolge 23/484 Gesamtertrag
  • Rangfolge 122/484 Standardabweichung
  • Rangfolge 124/484 Maximaler Verlust

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.09.2018 Jährlich Q1 Q2 Q3 Q4
2018 -1,1% 5,4% 6,9%
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

Portfoliostruktur

Zusammensetzung

31.05.2018

Top 10 Positionen

Aktien Größe
EUR Cash 5,63%
Medtronic PLC ORD 4,46%
Hikari Tsushin Inc ORD 4,40%
Amadeus IT Group SA ORD 4,40%
Ecolab Inc ORD 4,27%
Visa Inc ORD 4,09%
Ping An Insurance Group Co of China Ltd ORD 3,91%
Unilever PLC ORD 3,86%
Don Quijote Holdings Co Ltd ORD 3,42%
Microsoft Corp ORD 3,40%
31.05.2018

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 Anteilsklasse610Mn
  • BasiswährungEUR
  • ISIN FR0000284689

Kaufinformation

  • Mindestanlage (initial)0
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

  • Ausgabeaufschlag2,50%

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