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Candriam L Multi-Asset Income C Cap

Ranked 56 out of 110 in - Multi Strategy 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 is a well-diversified balanced portfolio that invests in both traditional asset classes (equities, bonds and cash) and alternative asset classes (such as absolute return strategies and commodities) through funds and derivatives. The portfolio is balanced between bonds and equities, with a maximum equity exposure of 50%.

Showing fund performance in Peru View performance globally

Performance

Multi Strategy over : 30/09/2017 - 30/09/2018
  • Rank 56/110 Total Return
  • Rank 13/110 Standard Deviation
  • Rank 8/110 Max Drawdown
Fund Name Currency Return
54 SC Fonds STARS Multi-Faktor - A - EUR EUR

-1.1%

54 CS (Lux) Liquid Alternative Beta FBH EUR LIQ

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

56 Candriam L Multi-Asset Income C Cap EUR

-1.2%

57 JPM Global Macro Opportunities A Acc EUR EUR

-1.3%

57 GAM Systematic Alternative Risk Premia EUR Ins Acc EUR

-1.3%

57 Cassiopeia UCITS C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.3%

Fund Name Currency Loss
6 ZEST Derivatives Allocation R1 EUR

-1.7%

7 LFIS Vision UCITS - Perspective Strategy IS acc EUR

-1.8%

8 Candriam L Multi-Asset Income C Cap EUR

-1.8%

9 Neuberger Berman Uncorrelated Strategies HEUR I5Ac

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.9%

10 Tages Psam Credit A EUR Cap EUR

-2.0%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2% 0.1% -0.1%
2017 1.0% 0.7% -0.1% 0.5% 0.0%
2016 1.0% -1.6% -0.4% 1.4% 1.7%
2015 -3.9% 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/12/2013
  • Share Class size489Mn
  • Base currencyEUR
  • ISIN LU0982876392

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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