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DPAM INVEST B Equities Sustainable Food Trends B

Ranked 6 out of 36 in - Global Themes over 12 months
All calculations are in EUR unless stated

Managed by

Alexander Roose

Alexander Roose was born in the west Belgian town of Tournout in 1975. He began his career with three years as an investment analyst at Strategus. In 2004 he moved to Joalco as a thematic fund manager before joining Petercam in 2006. He adopts a bottom-up, stock-picking approach in his agricultural mid-cap universe. Alexander’s defensive growth and value style includes a top-down view but no derivatives are used. Outside fund management Alexander enjoys skiing and jogging.

Objective

The primary objective of the fund is investment in shares or stocks representative of the share capital of companies anywhere in the world, directly or indirectly active in food value chains, in the broad sense, and in related or equivalent sectors. These food value chains cover the production of food, including products and services that contribute to the production of food, through to the sale of food products to the consumer. Companies which, due to activities such as storage, transport, packaging, financing etc., add value to food value chains are also included in the investment universe.

Showing fund performance in Netherlands View performance globally

Performance

Global Themes over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4% 9.2%
2017 2.9% -0.4% -3.6% 2.5% 4.5%
2016 12.5% -2.0% -0.1% 5.8% 8.5%
2015 1.6% 9.8% 0.7% -15.9% 9.2%
2014 16.2% 2.2% 4.0% 4.7% 4.5%
2013 1.1% 5.5% -7.2% 0.3% 2.9%
2012 13.2% 11.7% -0.8% 2.8% -0.6%
2011 -16.2% -1.5% -5.9% -16.4% 8.1%
2010 40.0% 13.3% -6.2% 14.0% 15.5%
2009 48.8% 2.9% 18.6% 9.7% 11.1%
2008 -47.7% -1.3% 16.0% -32.6% -32.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Italy
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Switzerland

Fund Info

  • Launch date17/12/2007
  • Share Class size31Mn
  • Base currencyEUR
  • ISIN BE0947764743

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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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).