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Q1 EURO Special

Ranked 129 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Stefan Kubes

Objective

The fund is a quantitatively managed futures fund, which is represented by liquid financial instruments (futures) by means of long positions and aims to achieve an increased performance with a lower risk than the benchmark (EuroStoxx 50 price index). It may invest up to 100 % in Euro-denominated bonds with variable interest rates and bonds with a short residual maturity. Furthermore, up to 100 % of the fund's assets are invested in money-market instruments denominated in euro as well as near-market investments.

Showing fund performance in Jersey View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% -2.6% 0.1%
2017 -1.2% 0.4% -0.4% 0.0% -1.2%
2016 -13.3% -7.2% -5.9% -0.3% -0.4%
2015 -9.4% 4.1% -8.3% -3.8% -1.3%
2014 2.1% -0.1% -0.7% -1.0% 3.9%
2013 3.3% -0.4% 0.1% 3.7% -0.2%
2012 1.3% 1.2% 1.8% -1.1% -0.5%
2011 -7.3% 1.6% -0.9% -6.4% -1.6%
2010 -0.9% -0.6% -2.8% -0.4% 2.9%
2009 7.0% -3.1% 1.2% 10.1% -0.8%
2008 -4.9% -5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date05/05/2008
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN AT0000A09FP3

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).