Carl Auffret

10 Years of experience

Focus on high-quality firms at attractive prices

Current firm: DNCA Finance

Professional background

In 1999, he began his career at SG Securities in London as a sell-side analyst covering the consumer goods sector. In July 2003, he returned to France to become sector fund manager/analyst at CM-CIC Asset Management before taking over the Union Europe Growth pan-European growth equity fund in 2005.He joined the DNCA Finance management team in May 2012.

Educational background

Carl Auffret is a CFA* charterholder and also holds a master’s degree in Management and a postgraduate degree in Banking and Finance from Paris IX Dauphine University.

Performance

8.98%

Manager Annualised Return Since Inception

6.04%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

8.98%

6.04%

2.95%

3.95%

2.54%

1.41%

*Inception date: 12/28/2012

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

DNCA Invest SRI Europe Growth

Value investing using fundamental analysis

Benchmark
MSCI Europe, Net (€)

Class
Class B

ISIN
LU0870553459

AUM
1,030,000,000.00 €

Ongoing Charges
2.45%