Candriam Eq. L Global Demography V2 $
Rating e Score (al 30/06/2026)
Rating
FIDA
Rating
ESG
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Anagrafica
Nome | Candriam Eq. L Global Demography V2 $ |
Tipologia | Fondi e Sicav |
Codice Isin | LU2439121216 |
Sicav | Candriam Equities L Sicav |
Domicilio | - |
Paese autorizzato alla vendita | |
Società di gestione | |
Indirizzo | Serenity Bloc B 19-21, route d'Arlon L-8009 Strassen |
Telefono | |
Sito WEB | |
Categoria FIDA | |
Categoria Assogestioni | |
Categoria EFAMA | Equity Global Advanced Markets |
PRIIPS | Sì |
Benchmark ufficiale | 100,00% - MSCI World Net TR |
Data inizio collocamento | 04/05/2022 |
Valuta di denominazione | EUR - Euro |
Valuta di quotazione | USD - Dollaro Stati Uniti |
Stato | Quotato |
Distribuzione dei proventi | No |
Patrimonio al 24/07/2026 | 0,27 mln USD |
Patrimonio Comparto al 24/07/2026 | 2.465,45 mln USD |
Documentazione |
Andamento della quotazione (Dal 24/07/2023 al 24/07/2026)
2.468,89
50,19
%
24/07/2026
Caricamento dati
Quota
Valuta di quotazione | USD - Dollaro Stati Uniti |
Frequenza di quotazione | Giornaliero |
Ultima quotazione | 2.468,89 USD (24/07/2026) |
Variazione % | |
Ultima quotazione in euro | 2.170,07 € |
Obiettivo di investimento
Principal assets traded:Equities of companies considered to be well positioned to take advantage of global demographic changes and which have their registered office and/or carry out their primary economic activity in developed countries.Investment strategy:The fund seeks to achieve capital growth by investing in the principal assets traded and to outperform the benchmark.The management team makes discretionary investment choices based on economic/financial analyses.The discretionary approach is based on a fundamental analysis aiming to select the best companies according to five criteria: quality of management, growth potential, competitive advantage, value creation and indebtedness. The management team will take into consideration the various aspects of these demographic changes, notably: the growth in the world population which is likely to produce growing demand for raw materials, energy and foodstuffs; the growing trend towards urbanisation and the generalisation of well-being in emerging countries which gives rise to the concept of the "global consumer" (in particular in the luxury goods, tourism and technologies sectors); the gradual ageing of the population in developed countries, and also increasingly in emerging markets, and its correlation with healthcare costs (in particular via pharmaceutical companies and the biotechnology and medical equipment sectors).The fund promotes, among other characteristics, environmental and/or social characteristics but does not have sustainable investment as its objective. Environmental, social and governance (ESG) criteria contribute to the asset manager's decision-making but are not a decisive factor in this decision-making. For more information, please see the management company's website and/or the prospectus.The fund may make use of derivative products for both investment and hedging purposes (to protect against future unfavourable financial events).Benchmark:MSCI World (Net Return). The fund is managed actively and th |
Regime fiscale
PIR compliant | No |
PEA compliant | No |
PEA-PME compliant | No |
Anagrafica società
Società di gestione | |
Telefono | |
Sito WEB | |
Indirizzo | Serenity Bloc B 19-21, route d'Arlon L-8009 Strassen |
I dati e le informazioni oggetto del Servizio sono ad esclusivo uso interno dell’Utente e non possono essere né trasferiti a terzi, né fatti circolare, divulgati o lasciati divulgare, né utilizzati su sistemi informativi esterni, senza il consenso scritto di FIDA e, quando necessario, delle fonti di informazione.
