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CamGestion EP

Ranked 23 out of 901 in - Conservative EUR over 12 months
All calculations are in EUR unless stated

Managed by

Jean-Paul Cheve

Jean-Paul Cheve holds more than 25 years of experience in the finance industry, where he started his career in 1988 at Credit Lyonnais. Since 2006 he has ben running bond and mixed asset portfolios with a macro and top down investment style at BNP Paribas. Prior to this Jean-Paul worked at Cardif MA for 15 years. A qualified actuary and member of the French Society of Financial Analysts (SFAF), he studied at both the University V Paris and Le Mans University. Away from the office he enjoys tennis, music, the cinema and theatre and aviation.

Objective

The fund has as objective, over a recommended investment period greater than 2 years, to maximize performance by investing in fixed-income and equity markets. The Fund is exposed by a minimum 10% and maximum 45% of its net assets to equity markets, French and international, via UCITS or AIF. The fund may invest up to a maximum 90% of its net assets in debt securities and / or money market instruments denominated in Euro and / or other currencies.

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

Performance

Conservative EUR over : 31/10/2016 - 31/10/2017
  • Rank 23/901 Total Return
  • Rank 771/901 Standard Deviation
  • Rank 404/901 Max Drawdown
Fund Name Currency Return
21 Phaidros Funds - Conservative A EUR

10.7%

21 Occup Pension Bal Fd of Police Fire Port Assoc EUR

10.7%

23 CamGestion EP EUR

10.6%

24 Proclero C

Currency exposure is hedged

Currency exposure is hedged

EUR

10.6%

25 Mediolanum Flessibile Sviluppo Italia L EUR

10.5%

Fund Name Currency Risk
770 Fondmapfre Renta Mixto, FI EUR

3.6

771 PBL Croissance EUR

3.6

771 BNP Paribas Floreal 30 EUR

3.6

771 CamGestion EP EUR

3.6

Fund Name Currency Loss
404 SEB 20 B EUR

-1.0%

404 DekaFutur-Ertrag EUR

-1.0%

404 CBC Profil Plus Defensif EUR

-1.0%

404 Proclero C

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

404 LBPAM Pro Alto M EUR

-1.0%

404 C-QUADRAT ACTIVE Conservative T EUR

-1.0%

404 Allianz Multi Manager Global Balanced - P - EUR EUR

-1.0%

404 Croissance Diversifiee I EUR

-1.0%

404 CamGestion EP EUR

-1.0%

404 Santander Poupanca Valorizacao FPR EUR

-1.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.0% 1.6% 2.5%
2016 4.3% -0.6% 0.7% 4.1% 0.1%
2015 3.0% 6.1% -2.7% -4.5% 4.4%
2014 10.5% 2.3% 3.6% 1.9% 2.3%
2013 8.1% 2.8% -0.9% 3.5% 2.5%
2012 15.9% 6.7% -1.3% 6.1% 3.6%
2011 -9.7% -1.1% -0.9% -10.1% 2.5%
2010 3.4% 2.5% -3.2% 2.0% 2.1%
2009 19.8% -3.0% 10.4% 10.0% 1.7%
2008 -20.0% -7.4% -0.8% -4.8% -8.5%
2007 1.0% 1.7% 2.5% -2.3% -0.9%
2006 6.3% 3.3% -3.8% 3.6% 3.2%
2005 16.0% 3.2% 5.2% 4.8% 1.9%
2004 8.3% 4.7% 0.0% 0.3% 3.2%
2003 10.2% -3.4% 8.1% 2.3% 3.1%
2002 -11.7% 1.2% -8.3% -5.5% 0.6%
2001 -8.3% -3.3% 0.4% -9.8% 4.8%
2000 5.4% 13.3% -3.8% 1.7% -5.0%
1999 18.5% 2.6% 1.7% -1.1% 14.9%
1998 13.1% 10.9% 2.9% -7.8% 7.4%
1997 0.6% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date02/05/1997
  • Share Class size473Mn
  • Base currencyEUR
  • ISIN FR0007010632

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

  • Initial investment0

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