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Candriam Equities L Australia C AUD Cap

Ranked 56 out of 255 in - Australia over 12 months
All calculations are in AUD unless stated

Managed by

John Grace

Paul Xiradis

Australian-born Paul Xiradis is CEO, head of equities, chief investment officer and director of equities at Ausbil Investment Management Ltd based in Sydney. He manages equity funds using a neutral investment style. Paul is a Fellow of the Financial Institute of the Australian Institute of Company Directors and Institute of Public Accountants, and outside of work he enjoys rugby and golf.

Objective

The fund invests predominantly in Australian equities, broadly diversified over economic sectors and different debtor risks.

Performance

Australia over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.8% 7.7%
2017 14.0% 4.7% -1.9% 1.7% 9.1%
2016 10.1% -3.8% 4.9% 3.7% 5.2%
2015 0.3% 8.7% -5.5% -5.9% 3.7%
2014 2.7% 2.6% -1.9% -0.2% 2.3%
2013 24.4% 7.8% -4.0% 13.7% 5.8%
2012 17.5% 7.9% -5.8% 6.7% 8.3%
2011 -12.8% 3.6% -5.6% -13.3% 2.8%
2010 -2.0% 1.5% -14.9% 9.6% 3.5%
2009 41.1% -1.2% 8.1% 25.8% 5.0%
2008 -38.6% -14.2% -0.2% -8.6% -21.6%
2007 16.2% 6.2% 4.4% 7.0% -1.9%
2006 24.7% 12.2% -0.9% 1.5% 10.4%
2005 27.2% 6.5% 3.3% 11.0% 4.2%
2004 32.3% 5.3% 5.4% 6.8% 11.6%
2003 17.6% -3.4% 6.4% 9.1% 4.8%
2002 -13.6% 0.1% -6.2% -9.4% 1.6%
2001 11.0% -0.8% 11.4% -11.5% 13.5%
2000 2.6% -2.1% 5.2% -0.5% 0.1%
1999 21.0% 7.9% 0.5% 0.9% 10.7%
1998 10.1% 3.2% -1.9% -0.5% 9.2%
1997 1.7% -6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date27/06/1997
  • Share Class size358Mn
  • Base currencyAUD
  • ISIN LU0078775011

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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