Candriam Equities L Biotechnology Class R GBP CapRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 16.5 | -1.0 | 11.8 | 2.0 | 4.0 | |
+/-Cat | -9.5 | 8.0 | 19.6 | 3.3 | 1.6 | |
+/-B’mrk | -16.5 | -1.3 | 9.3 | -5.3 | -4.5 | |
Category: Sector Equity Biotechnology | ||||||
Category Benchmark: Morningstar Gbl Biotechnolo... |
Key Stats | ||
NAV 17/04/2024 | GBP 341.72 | |
Day Change | -0.69% | |
Morningstar Category™ | Sector Equity Biotechnology | |
IA (formerly IMA) Sector | Specialist | |
ISIN | LU1269736911 | |
Fund Size (Mil) 17/04/2024 | USD 1450.92 | |
Share Class Size (Mil) 17/04/2024 | GBP 0.50 | |
Max Initial Charge | 3.50% | |
Ongoing Charge 01/03/2024 | 1.11% |
Morningstar Research |
Analyst Report | 18/03/2024 Jeffrey Schumacher, Director Morningstar, Inc |
An expanding and highly qualified team led by one of the industry’s most seasoned investors in the field, combined with a proven process give this fund an edge. The fund’s cheapest share classes receive a Morningstar Analyst Rating of Silver,... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Candriam Equities L Biotechnology Class R GBP Cap |
The objective of the sub-fund is to use discretionary management to benefit from the performance of the market in global equities of companies from the biotechnology sector, and to outperform the benchmark. This sub-fund may be appropriate for investors who wish to achieve this objective over a long investment holding period and who are aware of, understand and are able to bear the specific risks of the sub-fund as set out below and defined in the section entitled Risk factors in the Prospectus. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Rudi Van den Eynde 06/04/2000 | ||
Linden Thomson 29/02/2024 | ||
Inception Date 08/03/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
NASDAQ Biotechnology TR USD | Morningstar Gbl Biotechnology NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Candriam Equities L Biotechnology Class R GBP Cap | 29/02/2024 |
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Top 5 Holdings | Sector | % |
Vertex Pharmaceuticals Inc | Healthcare | 6.89 |
Regeneron Pharmaceuticals Inc | Healthcare | 6.42 |
Amgen Inc | Healthcare | 5.95 |
Gilead Sciences Inc | Healthcare | 5.74 |
AstraZeneca PLC | Healthcare | 3.64 |
Increase Decrease New since last portfolio | ||
Candriam Equities L Biotechnology Class R GBP Cap |