Nico Goethals

21 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Aphilion

Professional background

Founding Partner at Aphilion. Previously worked for 10 years at KBC in different roles, the latest being at KBC Asset Management, and after that spent a brief time working for Artesia Securities as equity analyst.

Educational background

Bachelor of Philosophy from KU Leuven university.

Performance

7.16%

Manager Annualised Return Since Inception

5.64%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

7.16%

5.64%

1.53%

10Y

9.29%

11.1%

-1.81%

4.83%

9.34%

-4.51%

*Inception date: 12/5/2001

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.

Aphilion Q2 Sicav

Value investing using fundamental analysis

Benchmark
MSCI World, Net, EUR

Class
A

ISIN
BE0058285850

AUM
133,697,835.81 €

Ongoing Charges
1.5%