25.08.2024 18:14
Fondsporträt
Candriam Equities L Oncology Impact C-H
WKN:
A2PA0E
ISIN:
LU1864481624
Kurs:
221,49
EUR,
22.08.2024
zum Vortag:
-0,22%
Risikoklasse KIID:
1 | 2 | 3 | 4 | 5 | 6 | 7 |
Fondsgesellschaft:
Anlagestrategie:
Der Fonds investiert in börsennotierte Unternehmen, die Produkte und Dienstleistungen zur Behandlung von Krebs entwickeln und/oder vertreiben. Das Anlageuniversum besteht aus Unternehmen, deren Produkte die Diagnose, Bestimmung und Behandlung von Krebserkrankungen eindeutig verbessern. Dazu gehören Unternehmen mit Innovationen in den Bereichen Chirurgie, Strahlentherapie und Onkologika. Das Anlageuniversum enthält Unternehmen aller Größenklassen.
Wesentliche Anlegerinformationen:
Managementbericht:
Stand: 31.10.2022
In October, inflationary pressure and tough central bank rhetoric have been important topics, but increasing signs of economic stress, dire profit and especially guidance warnings by many companies brought forth the notion of the Fed pivot. Current interest rate levels start to bring down economic activity and will help to calm inflation, even though exact timing and levels of normalization are still a topic of discussion. The very idea that most of the heavy lifting is probably done in terms of interest rates was enough to lift global equity markets out of their depressed mood and lead to a rally during October. The global healthcare sector could keep pace with those positive trends. It might sound counterintuitive, but the “defensive major pharmaceutical and biotechnology companies were among the star performers. Medical technology was mixed, and performance depended heavily on the quarterly results. An overriding theme in medical technology, however, was ongoing staff shortages, which sometimes led to lower procedure volumes as expected by both the companies and investors. Generally small cap biotechnology stocks were also lagging, although some clinical data led to wide performance divergences. Finally, life sciences and research equipment companies, normally a beacon of stability in tough times, performed rather poorly over the month as investors continue to fret over declining covid-related revenues and risk of decelerating core revenue growth. In October, AACR-NCI-EORTC, or the “Triple Meeting Molecular Targets and Cancer Therapeutics Symposium, took place with several new data disclosures in the field of oncology. MorphoSys has shown preliminary results from the ongoing phase 1/2 study of their next generation EZH2/EZH1 inhibitor in heavily pre-treated patients with advanced cancers. The efficacy looks encouraging in several cancer types, supporting possibilities of development for broad array of solid tumours, however it comes at the cost of safety. Merus presented the first data of EGFR x c-MET bispecific antibody. The drug candidate has shown solid initial efficacy and competitive safety profile in patients with lung cancer and other solid tumours. While the clear differentiation remains to be demonstrated, Merus antibody has a chance to become a competitive player, based on preclinical data showing great potency and convenient dosing regimen. Outside of the conference, BeiGene has announced that their BTK inhibitor Brukinsa achieved superior progression-free survival compared to Johnson & Johnson and AbbVie s competing drug Imbruvica in a head-to-head phase 3 clinical trial in patients with subtypes of leukaemia and lymphoma. This information came on top of showing better overall response rate as demonstrated earlier this year and supports the application seeking expanded approval of Brukinsa, which is currently under review by the FDA. AstraZeneca s high-level results from phase 2 trial in patients with estrogen receptorpositive breast cancer has revived the field of oral selective estrogen receptor degraders (SERDs). Astra s drug candidate has shown statistically significant and clinically meaningful benefits of progression-free survival as compared to standard of care (fulvestrant). Also, Astra s Akt inhibitor capivasertib has shown good efficacy in the same breast cancer setting. Both results give Astra the competitive advantage over Roche. Merck has opted in to jointly develop Moderna s personalized cancer vaccine for melanoma. The therapeutic vaccine based on messenger RNA technology is being studied in combination with Mercks Keytruda in a phase 2 clinical trial and the companies expect to report data in the fourth quarter of this year.The third quarter earnings season has started, with consistently good results in the healthcare sector. The well-known lack of reliance on economic conditions led to few surprises, especially for pharma and major biotechnology companies.
In October, inflationary pressure and tough central bank rhetoric have been important topics, but increasing signs of economic stress, dire profit and especially guidance warnings by many companies brought forth the notion of the Fed pivot. Current interest rate levels start to bring down economic activity and will help to calm inflation, even though exact timing and levels of normalization are still a topic of discussion. The very idea that most of the heavy lifting is probably done in terms of interest rates was enough to lift global equity markets out of their depressed mood and lead to a rally during October. The global healthcare sector could keep pace with those positive trends. It might sound counterintuitive, but the “defensive major pharmaceutical and biotechnology companies were among the star performers. Medical technology was mixed, and performance depended heavily on the quarterly results. An overriding theme in medical technology, however, was ongoing staff shortages, which sometimes led to lower procedure volumes as expected by both the companies and investors. Generally small cap biotechnology stocks were also lagging, although some clinical data led to wide performance divergences. Finally, life sciences and research equipment companies, normally a beacon of stability in tough times, performed rather poorly over the month as investors continue to fret over declining covid-related revenues and risk of decelerating core revenue growth. In October, AACR-NCI-EORTC, or the “Triple Meeting Molecular Targets and Cancer Therapeutics Symposium, took place with several new data disclosures in the field of oncology. MorphoSys has shown preliminary results from the ongoing phase 1/2 study of their next generation EZH2/EZH1 inhibitor in heavily pre-treated patients with advanced cancers. The efficacy looks encouraging in several cancer types, supporting possibilities of development for broad array of solid tumours, however it comes at the cost of safety. Merus presented the first data of EGFR x c-MET bispecific antibody. The drug candidate has shown solid initial efficacy and competitive safety profile in patients with lung cancer and other solid tumours. While the clear differentiation remains to be demonstrated, Merus antibody has a chance to become a competitive player, based on preclinical data showing great potency and convenient dosing regimen. Outside of the conference, BeiGene has announced that their BTK inhibitor Brukinsa achieved superior progression-free survival compared to Johnson & Johnson and AbbVie s competing drug Imbruvica in a head-to-head phase 3 clinical trial in patients with subtypes of leukaemia and lymphoma. This information came on top of showing better overall response rate as demonstrated earlier this year and supports the application seeking expanded approval of Brukinsa, which is currently under review by the FDA. AstraZeneca s high-level results from phase 2 trial in patients with estrogen receptorpositive breast cancer has revived the field of oral selective estrogen receptor degraders (SERDs). Astra s drug candidate has shown statistically significant and clinically meaningful benefits of progression-free survival as compared to standard of care (fulvestrant). Also, Astra s Akt inhibitor capivasertib has shown good efficacy in the same breast cancer setting. Both results give Astra the competitive advantage over Roche. Merck has opted in to jointly develop Moderna s personalized cancer vaccine for melanoma. The therapeutic vaccine based on messenger RNA technology is being studied in combination with Mercks Keytruda in a phase 2 clinical trial and the companies expect to report data in the fourth quarter of this year.The third quarter earnings season has started, with consistently good results in the healthcare sector. The well-known lack of reliance on economic conditions led to few surprises, especially for pharma and major biotechnology companies.
Fondsstammdaten:
WKNR: | A2PA0E |
ISIN: | LU1864481624 |
ETF: | Nein |
Fondstyp: | Aktienfonds Welt |
Region: | Welt |
Anlagesektor: | Gesundheit/Medizin |
Risikoklasse KIID: | 4 |
Vertriebszulassung: | DE, LU, CH |
Ausgabeaufschlag: |
3,50 %
![]() |
Rabatt bei Invextra: | -100% |
Verwaltungsvergütung: | 1.5 % |
Fondsmanager: | Herr Rudi Van den Eynde |
Mindestanlage InveXtra | 100 EUR |
MindestSparrate InveXtra | 10 EUR |
Auflegungsdatum | 15.11.2018 |
Fondsvolumen in Millionen: | 1.835,75 USD |
Geschäftsjahresende: | 31.12 |
Thesaurierend: | JA |
Kauf bei FNZ Bank (ebase) möglich: | JA |
Verkauf bei FNZ Bank (ebase) möglich: | JA |
Sparplanfähigkeit: | JA |
VL-fähig bei FNZ Bank (ebase): | Nein |
VL-Zulagen-berechtigt bei FNZ Bank (ebase): | Nein |
Prospekte und Berichte:
Ähnliche Fonds:
Diesen Fonds kaufen Sie mit 100% Rabatt auf den Ausgabeaufschlag.
Wertentwicklung % in EUR, tagesaktuell:
1 Woche |
---|
2,39 % |
1 Monat |
---|
3,50 % |
3 Monate |
---|
6,82 % |
6 Monate |
---|
9,37 % |
1 Jahr |
---|
17,86 % |
2 Jahre |
---|
10,54 % |
3 Jahre |
---|
-3,97 % |
5 Jahre |
---|
43,16 % |
2024 |
---|
13,59 % |
2023 |
---|
-1,73 % |
2022 |
---|
-12,77 % |
2021 |
---|
1,31 % |
2020 |
---|
29,05 % |
2019 |
---|
15,37 % |
Wertentwicklung 12 Monate in EUR:
22.08.2023 bis 22.08.2024 |
---|
17,86 % |
22.08.2022 bis 22.08.2023 |
---|
-6,21 % |
23.08.2021 bis 22.08.2022 |
---|
-14,59 % |
24.08.2020 bis 20.08.2021 |
---|
14,11 % |
22.08.2019 bis 20.08.2020 |
---|
31,91 % |
Vergleiche diesen Fonds
RECHNER: Wertentwicklung Einmalanlage
So viel wurde aus
Einmalanlage:
Anlagebetrag
Anlagedauer
Ergebnis:
Bei einem Anlagebetrag von
,
den Sie am
in den Fonds/ETF
investiert hätten,
hätten Sie am
über ein Endvermögen von
verfügt.
Dies entspricht einer Wertentwicklung von %.
Fonds:
Anlagebetrag:
Anlagedauer:
-
Endvermögen:
Wertentwicklung:
%
Diesen Fonds jetzt einfach online kaufen ohne Ausgabeaufschlag:
Also 100% Rabatt auf die regulären Erwerbskosten von 5,00 %. Sie zahlen beim Fondskauf über uns also nicht die reguläre Ausgabeaufschlag-Provision von bis zu 5,00 %, die man sonst bei klassischen Banken und Finanzvermittlern zahlt.
Also 100% Rabatt auf die regulären Erwerbskosten von 5,00 %. Sie zahlen beim Fondskauf über uns also nicht die reguläre Ausgabeaufschlag-Provision von bis zu 5,00 %, die man sonst bei klassischen Banken und Finanzvermittlern zahlt.
RECHNER: Wertentwicklung Sparplan
So viel wurde aus
Sparplan:
Sparbetrag
Spardauer
Ergebnis:
Bei Einzahlung eines monatlichen Anlagebetrags von
ab
in den Fonds/ETF
,
hätten Sie am
über ein Endvermögen von
verfügt.
Fonds:
Monatsrate:
Anlagedauer:
-
eingezahlt:
Endvermögen:
Wertentwicklung:
%
Diesen Fonds jetzt einfach online kaufen ohne Ausgabeaufschlag:
Also 100% Rabatt auf die regulären Erwerbskosten von 5,00 %. Sie zahlen beim Fondskauf über uns also nicht die reguläre Ausgabeaufschlag-Provision von bis zu 5,00 %, die man sonst bei klassischen Banken und Finanzvermittlern zahlt.
Also 100% Rabatt auf die regulären Erwerbskosten von 5,00 %. Sie zahlen beim Fondskauf über uns also nicht die reguläre Ausgabeaufschlag-Provision von bis zu 5,00 %, die man sonst bei klassischen Banken und Finanzvermittlern zahlt.
Strukturdaten:
Branchen-Breakdown | ||
---|---|---|
![]() |
Gesundheit / Healthcare |
100,00 % |
Länder-Breakdown | ||
---|---|---|
![]() |
USA |
62,04 % |
![]() |
Großbritannien |
8,75 % |
![]() |
Schweiz |
8,60 % |
![]() |
Schweiz |
8,60 % |
![]() |
Deutschland |
7,71 % |
![]() |
Japan |
4,79 % |
![]() |
Welt |
3,71 % |
![]() |
Dänemark |
3,04 % |
![]() |
Niederlande |
0,77 % |
![]() |
China |
0,59 % |
Assetverteilung | ||
---|---|---|
![]() |
Aktien |
96,29 % |
![]() |
gemischt |
3,71 % |
![]() |
Fondsvermoegen |
100,00 % |
Topholdings:
![]() |
Merck & Co Inc |
7,99 % |
![]() |
Astrazeneca Plc |
7,61 % |
![]() |
Regeneron Pharmaceuticals |
6,97 % |
![]() |
ROCHE HOLDING AG |
6,14 % |
![]() |
AMGEN INC |
4,96 % |
![]() |
Thermo Fisher Scientific Inc |
4,51 % |
![]() |
Danaher Corp |
4,18 % |
![]() |
Siemens Healthineers AG |
3,77 % |
![]() |
Merck KGaA |
3,76 % |
![]() |
DAIICHI SANKYO CO LTD |
3,73 % |
![]() |
Sonstiges |
46,38 % |
Diesen Fonds kaufen Sie mit 100% Rabatt auf den Ausgabeaufschlag.
Aktuelle Meldungen: