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Claresco SICAV USA

Ranked 464 out of 1893 in - US over 12 months
All calculations are in USD unless stated

Managed by

Stéphane Camy

Alain du Brusle

Alain du Brusle is CIO and portfolio manager at Claresco Avenir based in Paris. He currently deals in European equities and mixed assets, using fundamental, value and momentum strategies. Prior to this, Alain was a sell-side analyst in the European retail sector at UBS. He graduated from the ESSEC Graduate School of Management and outside of fund management he lists music and the theatre among his interests.

Objective

The fund aims to outperform over the recommended investment period of five years, its index benchmark Dow Jones Industrial Average NR (DJINR), as part of an investment strategy of selecting stocks of companies whose manager believes the situation and prospects offer a lasting appreciation potential. The Fund is invested continuously over 65% in large cap securities included in the DJINR index.

Performance

US over : 31/07/2017 - 31/07/2018
  • Rank 464/1893 Total Return
  • Rank 1690/1893 Standard Deviation
  • Rank 1621/1893 Max Drawdown
Fund Name Currency Loss
1620 Allied Dunbar North American Growth USD

-8.2%

1621 Brandes U.S. Equity Fd Srs A USD

-8.2%

1621 Claresco SICAV USA USD

-8.2%

1621 Gutmann US-Portfolio EUR USD

-8.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4% 2.1%
2017 21.9% 4.2% 3.0% 3.6% 9.7%
2016 7.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg

Fund Info

  • Launch date11/07/2016
  • Share Class size31Mn
  • Base currencyEUR
  • ISIN LU1379103812

Purchase Info

  • Min. initial investment0.001
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

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