BDL Convictions ranks in the top quintile of the best European funds in its category over 10 years*. The management team does not follow the trends, does not buy stock exchange prices, does not invest in indices but in companies selected one by one. Investment decisions are the result of disciplined analysis by a team of experts.
*data as of 09/30/2019 Morningstar, European Equity Large Cap Mix category
For 10 years
- European Equity Fund
- UCITS V status
- Fundamental approach
- Eligible for French equity savings plan (PEA) and life insurance
- Custodian: CACEIS Bank
- Net Asset Value: daily
- Order placement: with CACEIS Bank before 2 pm
In 2008, we created the BDL Convictions fund to manage our own savings in the tax framework of the PEA. The management team of BDL Capital Management has been investing for over 15 years with the same management philosophy: to earn money while being vigilant with our and your wealth. BDL Convictions takes up ideas for the purchase of the BDL Rempart Europe long / short fund created in 2005.
Our investment strategy
Our 11 analysts scrutinise company accounts without any bias in terms of style, method or benchmark. They meet over 1,500 companies each year. They get out and about to expand their view of each industry, and identify the best managers.
Why has performance been so good in the past?
The BDL Convictions fund greatly benefits from our Long/Short expertise. We pay the utmost care and attention to business models, and invest in the best companies when they are at the right price. The portfolio is concentrated on our strongest long convictions: between 30 and 50 investments on average.
European equities account for at least 75% of the fund's net assets. The fund may hold cash when market conditions are deemed unfavourable.
This fund can be used in association with a PEA or life insurance policy.
Investors’ attention is drawn to the funds’ risk factors, in particular equity risk and the risk of capital loss.
Past performance is not a reliable indicator of future results.
Source: BDL Capital Management and Bloomberg.
|UCITS||ISIN||Inception date||Date of the last NAV||Net Asset Value (NAV)||Performance YTD||Performance 5 years||Performance 10 years||Prospectus||Swiss Prospectus||Prospectus EN||DICI||KIID||DICI Switzerland||FR||Monthly Report||Details|
|BDL Rempart Europe C||FR0010174144||07/09/2005||01/07/2020||137.27||-17.01||-15.40||15.40||https://www.bdlcm.com/wp-content/uploads/2019/10/Prospectus_BDL_Rempart_Europe_EN.pdf|
|BDL Rempart Europe I||FR0011790492||26/03/2014||01/07/2020||96.48||-16.70||-12.41||https://www.bdlcm.com/wp-content/uploads/2019/10/Prospectus_BDL_Rempart_Europe_EN.pdf|
|BDL Rempart Europe U||FR0013296605||13/12/2017||01/07/2020||88.47||-13.88||https://www.bdlcm.com/wp-content/uploads/2019/10/Prospectus_BDL_Rempart_Europe_EN.pdf|
|BDL Convictions C||FR0010651224||12/09/2008||01/07/2020||2,333.23||-20.12||2.29||83.71|
|BDL Convictions I||FR0013289535||06/11/2017||01/07/2020||869.06||-19.82|
Past performance is no indication of future performance and will vary over time.
Investors’ attention is drawn to the funds’ risk factors, in particular equity risk and the risk of capital loss. For more information on risks to which the funds are exposed, please refer to the funds’ KIIDs, available on request or on the BDL Capital Management website.
Our other Funds
Hedged Long Equities
Our management newsletters
Chers co-investisseurs, Après avoir préalablement testé en interne la stratégie depuis 2017, nous avons maintenant 18 mois d’historique pour notre fonds ouvert quantitatif et systématique Durandal. Cet historique comprend les deux derniers mois particulièrement...
Chers co-investisseurs, Vous trouverez, ci-dessous, la lettre de la gestion pour les fonds BDL Rempart Europe et BDL Convictions, qui : - analyse la performance des fonds - développe les changements...
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