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Dorval Lux Convictions Fund R/A (EUR)

Ranked 2037 out of 2149 in - Flexible EUR over 12 months
All calculations are in EUR unless stated

Managed by

Louis Bert

Louis Bert was born in France in 1963. He graduated from ISC Paris with a Masters in management and is also a graduate of the Société Française des Anaystes Financiers (SFAF). Louis started his career in 1987 as an equity seller at Crédit Agricole Asset Management (now Amundi) and in 1989 started his fund management career. In 1995 he became the head of European equities. Louis joined Oddo Asset Management in 2003 where he was the director of European equities management and since 2007 he has been chairman of the board of Dorval Finance and manages a number of French equity funds. Louis has been managing funds for over 22 years and is a member of the SFAF. Outside of fund management he enjoys painting and the cinema and theatre.

Stéphane Furet

Stéphane Furet was educated at the Ecole Supérieure Libre des Sciences Commerciales Appliquées (ESLSCA) in Paris, where he studied finance. He joined Dorval Finance in 2004 where he is a portfolio manager. Stéphane has over 15 years of investment experience and is a qualified member of the Société Française des Analystes Financiers.

Objective

The fund is a feeder fund of Dorval Convictions, whose objective is to outperform the benchmark1 (50% EONIA Capitalization Index 7-Day and 50% EURO STOXX 50 Index NR (EUR)) over an investment period of a minimum of 3 years, via a flexible allocation between equity and fixed-income securities.

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

Performance

Flexible EUR over : 31/10/2017 - 31/10/2018
  • Rank 2037/2149 Total Return
  • Rank 1602/2149 Standard Deviation
  • Rank 1999/2149 Max Drawdown
Fund Name Currency Return
2035 AES Selekt A 1 EUR

-11.6%

2036 Welzia Global Opportunities, FI EUR

-11.6%

2037 Consultinvest Flex A EUR

-11.7%

2037 Dorval Lux Convictions Fund R/A (EUR) EUR

-11.7%

2039 MCA Le Logis EUR

-11.7%

Fund Name Currency Loss
1997 D&R Best-of-Two Classic I EUR

-12.3%

1998 Success relative A EUR

-12.3%

1999 Dorval Lux Convictions Fund R/A (EUR) EUR

-12.3%

2000 DWS Concept ARTS Dynamic EUR

-12.3%

2000 Commerzbank Aktientrend Deutschland R EUR

-12.3%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% -1.6% -1.1%
2017 13.1% 5.7% 4.0% 3.1% -0.3%
2016 2.2% -6.0% -4.1% 8.5% 4.4%
2015 9.1% 12.2% -2.3% -4.1% 3.9%
2014 2.3% 3.9% 0.5% -0.1% -1.9%
2013 15.5% 0.7% -0.6% 8.2% 6.6%
2012 10.5% 5.6% -4.6% 5.7% 3.8%
2011 -9.9% -2.9% 0.7% -5.0% -3.0%
2010 0.7% -0.2% -3.5% -1.1% 5.8%
2009 10.9% -3.5% 6.3% 9.0% -0.9%
2008 -4.0% -5.4% 2.7% -2.9% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date09/01/2017
  • Share Class size06Mn
  • Base currencyEUR
  • ISIN LU1542345787

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment2.00%

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