Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

DNCA Invest Miura B

Ranked 171 out of 192 in - Long/Short Equity over 3 months
All calculations are in EUR unless stated

Objective

The objective is to achieve a higher performance than the risk-free rate represented by the EONIA rate. This performance is sought by associating it to a lower volatility than the equity market materialised by the EUROSTOXX 50 index. The Sub-Fund's strategy qualifies as Long/Short equity and such strategy relies on fundamental financial analysis. It only invests in European companies (EEA plus Switzerland) with high and medium market capitalisations (meaning the total value of equity and debt issued by a company above 500 millions Euros at the time of the purchase).

Showing fund performance in Peru View performance globally

Performance

Long/Short Equity over : 31/07/2017 - 31/10/2017
  • Rank 171/192 Total Return
  • Rank 122/192 Standard Deviation
  • Rank 162/192 Max Drawdown
Fund Name Currency Loss
160 New Mountain Vantage UCITS Founder EUR Inst EUR

-2.0%

161 Goldman Sachs EFI LS Risk Premia Pf C EURH 3xs Lvg

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.1%

162 DNCA Invest Miura B EUR

-2.1%

163 Rivoli Equity Fund EUR

-2.2%

164 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.8% -0.3% 0.2%
2016 0.2% 0.5% -3.0% 2.7% 0.1%
2015 4.2% 2.4% 1.3% 0.2% 0.2%
2014 2.7% 2.3% -0.6% -2.3% 3.4%
2013 6.9% -2.5% 3.6% 4.3% 1.6%
2012 3.7% 0.2% -2.3% 0.5% 5.4%
2011 -1.2% 0.8% 1.4% -2.3% -1.1%
2010 5.1% 1.0% -0.5% 3.1% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Italy
  4. Luxembourg
  5. Switzerland

Fund Info

  • Launch date16/11/2009
  • Share Class size187Mn
  • Base currencyEUR
  • ISIN LU0462973347

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.00%

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