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Decalia - Millennials R USD Cap

Ranked 586 out of 3206 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Walid Azar Atallah

Walid Azar Atallah joined Decalia in 2016. He is portfolio manager for Decalia Millennials and Decalia Silver generation. Prior to joining, Walid spent three years at CPR Asset Management as a portfolio manager within the thematic equities team. Walid obtained a masters in trading and risk management from INSEEC Business School in Paris and a Bachelor in Economics from Saint Joseph University in Beirut.

Clément Maclou

Clément Maclou joined Decalia in 2016. He is specialised in consumer trends and the lead portfolio manager of the Decalia Millennials and Decalia Silver generation funds. Prior to joining, Clément spent 11 years with CPR Asset Management (Amundi group). He co-managed for seven years CPR Silver Age Prior to moving to CPR AM, he worked for a year at Martin Maurel Gestion. Clément holds a master’s degree in International Business from IAE in Aix-en-Provence and is SFAF certified.

Damien Weyermann

Damien Weyermann joined Decalia in 2016. He is in charge of cross-sector research of major equity markets and co-portfolio manager for Decalia Millennials and Decalia Silver generation. Damien has over 15 years’ experience as an equity analyst & investment manager. He worked for Lombard Odier, Bank Vontobel, Lloyds and Coutts. Damien holds a bachelor degree in Business Administration & Economics from the University of Geneva. He is a Chartered Financial Analyst (CFA) since 2004.

Objective

The Sub-Fund's investment objective is to seek an attractive long term rate of return, measured in US Dollars, by investing in companies that will structurally benefit from changes in consumer's habits of the Millennials generation (people indicatively born between 1980 and 2000, that will become the predominant consumers in the next decades), such as, for example, retailers, information technology and media companies, e-commerce web sites, consumer goods producers

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

Performance

Global over : 31/12/2016 - 31/12/2017
  • Rank 586/3206 Total Return
  • Rank 2179/3206 Standard Deviation
  • Rank 2184/3206 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 27.2% 7.6% 7.1% 6.0% 4.2%
2016 -0.8% -1.3% -1.6% 6.1% -3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date30/12/2015
  • Share Class size39Mn
  • Base currencyUSD
  • ISIN LU1339138668

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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