Candriam Equities L Global Demography Class C EUR Cap header image

Candriam Equities L Global Demography Class C EUR Cap

Fund

ISIN LU0654531184 / Valor 13461278

NAV (2025-01-17)
EUR 355.36+1.15%

Candriam Equities L Global Demography Class C EUR Cap
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General Objective

The fund aims to achieve capital growth by investing in equities of companies well positioned to take advantage of global demographic changes in developed countries. The management team selects companies based on fundamental analysis criteria such as quality of management, growth potential, competitive advantage, value creation, and level of indebtedness.

Fund Exposure

The fund is exposed to equities of companies that benefit from demographic changes such as the growth in world population, urbanization trends, aging populations, and the rise of the "global consumer" concept. It focuses on sectors like raw materials, energy, foodstuffs, luxury goods, tourism, technologies, pharmaceuticals, biotechnology, and medical equipment. The fund also considers environmental and social characteristics in its investment decisions.

Risks

Investors should be aware of risks related to financial derivative instruments, which can amplify downward movements through leverage effects. Additionally, sustainability risks related to environmental, social, or governance factors may impact the performance and reputation of issuers in the portfolio. There is no guarantee or mechanism to protect the capital invested in the fund.

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Source

https://www.candriam.com/en-es/professional/funds-lister/fund-detail/LU0654531341

Tags:
msci world index developed countries demographic changes

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OTHER SHARE CLASSES OF THIS FUND

Candriam Equities L Global Demography Class R2 EUR Cap
Candriam Equities L Global Demography Class R2 EUR Cap Candriam Equities L Global Demography Class R2 EUR Cap Valor: 32290176
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Annual Return

-50%0%+50%

Risk level

110
1.16%EUR 327.12
Candriam Equities L Global Demography Class C EUR Dis
Candriam Equities L Global Demography Class C EUR Dis Candriam Equities L Global Demography Class C EUR Dis Valor: 13461321
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Annual Return

-50%0%+50%

Risk level

110
1.15%EUR 294.78
Candriam Equities L Global Demography Class VB EUR Cap
Candriam Equities L Global Demography Class VB EUR Cap Candriam Equities L Global Demography Class VB EUR Cap Valor: 13849437
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Annual Return

-50%0%+50%

Risk level

110
1.16%EUR 1,532.72
Candriam Equities L Global Demography Class N EUR Cap
Candriam Equities L Global Demography Class N EUR Cap Candriam Equities L Global Demography Class N EUR Cap Valor: 13461333
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Annual Return

-50%0%+50%

Risk level

110
1.15%EUR 344.83
Candriam Equities L Global Demography Class Z EUR Cap
Candriam Equities L Global Demography Class Z EUR Cap Candriam Equities L Global Demography Class Z EUR Cap Valor: 32290212
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Annual Return

-50%0%+50%

Risk level

110
1.16%EUR 4,275.70
Candriam Equities L Global Demography Class R2 EUR Dis
Candriam Equities L Global Demography Class R2 EUR Dis Candriam Equities L Global Demography Class R2 EUR Dis Valor: 32290209
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Annual Return

-50%0%+50%

Risk level

110
1.16%EUR 312.23
Candriam Equities L Global Demography Class V2 EUR Unhedged Cap
Candriam Equities L Global Demography Class V2 EUR Unhedged Cap Candriam Equities L Global Demography Class V2 EUR Unhedged Cap Valor: 11721222
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Annual Return

-50%0%+50%

Risk level

110
1.11%USD 1,995.17
Candriam Equities L Global Demography Class I EUR Cap
Candriam Equities L Global Demography Class I EUR Cap Candriam Equities L Global Demography Class I EUR Cap Valor: 13461323
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Annual Return

-50%0%+50%

Risk level

110
1.16%EUR 4,001.83
Candriam Equities L Global Demography Class R EUR Cap
Candriam Equities L Global Demography Class R EUR Cap Candriam Equities L Global Demography Class R EUR Cap Valor: 36416073
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Annual Return

-50%0%+50%

Risk level

110
1.15%EUR 345.09
Candriam Equities L Global Demography Class I USD Cap
Candriam Equities L Global Demography Class I USD Cap Candriam Equities L Global Demography Class I USD Cap Valor: 11127527
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Annual Return

-50%0%+50%

Risk level

110
1.11%USD 1,689.92