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BIL Invest Patrimonial High EUR P Cap

Ranked 297 out of 586 in - Aggressive EUR over 12 months
All calculations are in EUR unless stated

Managed by

Nadège Dufossé

Nadège Dufossé has been a senior asset allocation strategist at Candriam since 2011. She began her career as a sell-side equity analyst at Exane BNP Paribas. She spent ten years at the company, focusing on a number of sectors and latterly recruiting and integrating new analysts. In 2007 she joined Candriam as an asset allocation fund manager, and in 2011 became a senior asset allocation strategist. Nadège has a master in management with a specialization in Finance from the Grande Ecole HEC business school in Paris. She is a CFA Charterholder and holds a financial analyst diploma from the French Society of Financial Analysts.

Objective

The fund aims at medium to long-term capital appreciation, it presents a high risk profile with a dynamic asset allocation (i.e. neutral weight of 70% of equities) that may vary according to expectations on financial market evolution. Fund may also invest in another funds and derivatives.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Aggressive EUR over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% 2.2%
2017 5.5% 3.3% -0.4% 1.6% 0.9%
2016 -1.3% -3.3% -0.8% 1.3% 1.6%
2015 1.1% 11.4% -2.1% -7.4% 0.1%
2014 7.5% 1.5% 3.3% 0.6% 1.9%
2013 5.9% 3.7% -2.0% 2.0% 2.1%
2012 8.5% 4.6% -1.2% 3.5% 1.5%
2011 -8.7% -1.4% -1.8% -7.2% 1.6%
2010 8.9% 5.8% -5.1% 3.4% 5.0%
2009 24.2% -6.7% 12.3% 10.9% 6.9%
2008 -29.9% -8.6% -5.2% -5.4% -14.4%
2007 -2.1% 1.1% 3.2% -1.5% -4.7%
2006 8.7% 3.8% -4.0% 4.9% 3.9%
2005 18.8% 2.8% 5.2% 6.0% 3.6%
2004 6.0% 3.8% 0.6% -1.3% 2.9%
2003 6.4% -5.1% 5.8% 1.1% 4.8%
2002 -21.3% -0.1% -11.9% -9.6% -1.2%
2001 -15.8% -11.7% 2.4% -14.2% 8.6%
2000 -10.7% 6.7% -5.4% 3.1% -14.3%
1999 25.9% 5.9% 5.0% -1.9% 15.4%
1998 13.5% 10.5% 1.0% -8.4% 11.0%
1997 19.4% 7.4% 8.9% 3.2% -1.1%
1996 13.5% 3.7% 3.4% 0.0% 5.9%
1995 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Luxembourg
  6. Switzerland

Fund Info

  • Launch date15/02/1994
  • Share Class size28Mn
  • Base currencyEUR
  • ISIN LU0049912065

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment1.20%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR).