Streamlined management ' Evolutionary '
5-year annualized performance
Recommended minimum investment horizon
Xavier Delaye is a qualified member of the French financial analysts’ association (SFAF).
He began his career at Schelcher Prince. In 1986, he joined Oddo & Cie as an institutional fund manager. In 1996, Xavier joined Richelieu Finance where he became CIO.
In 2000, he co-founded DNCA Finance with Joseph Châtel and Charles Nouailhetas and became an associate partner.
Augustin Picquendar is a graduate of ESSCA Angers, holds a postgraduate degree in Banking and Finance and is also a qualified member of the French financial analysts’ association (SFAF) and a qualified CIIA (issued by SFAF).
After an initial professional experience at BNP Paribas, he joined DNCA Finance in January 2008 as assistant manager before becoming co-manager of DNCA Evolutif and DNCA Evolutif PEA.
Thomas Planell holds a Master’s degree in Finance from the INSEEC Business School (France).
He joined DNCA Finance in November 2013 as part of the DNCA Evolutif and DNCA Evolutif PEA fund management team, having gained previous experience at various financial institutions in asset management, selling derivatives and consulting.
|DNCA Evolutif PEA||+0.06%||+0.24%||+4.57%||+6.98%||+6.89%||+2.51%||+34.83%||+50.44%||+0.8%|
|Composite Index DNCA Evolutif PEA TR (2)||-0.06%||+0.25%||+3.85%||+5.11%||+7.57%||+2.85%||+45.48%||+45.51%||+1.59%|
The profile of this diversified fund varies between balanced and dynamic, according to our anticipations. Asset allocation and stock-picking within the fund are managed on a discretionary basis based on the fund managers’ convictions.
Capital appreciation by optimising the risk-return profile, coupled with stringent volatility management.
- Equities 30 à 100%
- Obligations 0 à 25%
- Produits monétaires 30 à 100%
For investors interested in both a balanced and a dynamic profile, wishing to participate in bullish equity market phrases whilst seeking protection during more challenging periods, or more risk-averse holders of PEA personal equity plans.
Pricing : Daily
Fund Legal Type : FCP
Country Of Domicile : FR
Min Subscription Amount :
Min Subscription Shares :
Subscription Fees : 3% max
This fund is eligible for French PEA personal equity plans. Please consult your usual financial advisor for further information.
The above information is not a confirmation of any transaction and does not comprise investment advice. Past performances are not a reliable indicator of future performances. Management fees are included in performances. Access to products and services presented may be restricted regarding certain persons or countries. Tax treatment depends on the individual situation of each investor. For full information regarding strategies and fees, please refer to the prospectus, KIID documents and other regulatory information available on this website or free of charge on demand from the investment management company’s registered offices.