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Generali Komfort Wachstum

Ranked 1018 out of 2156 in - Flexible EUR over 12 months
All calculations are in EUR unless stated

Objective

Growth oriented investments which place the emphasis on the opportunity presented by shareholding funds, but also use ongoing income from fixed interest security investment funds, are offered by the fund. The ratio is about 70 % shareholding funds and 30 % fixed interest security investment funds. Geographical focus of the investments is the Eurozone.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Flexible EUR over : 31/07/2017 - 31/07/2018
  • Rank 1018/2156 Total Return
  • Rank 1807/2156 Standard Deviation
  • Rank 1645/2156 Max Drawdown
Fund Name Currency Return
1018 Kapitalaufbau Plus AMI P EUR

1.6%

1018 Generali Komfort Wachstum EUR

1.6%

1020 BG Patrimoine EUR

1.5%

1020 TVG Dynamik Plus (A) EUR

1.5%

1020 EdR Prifund Strategy (EUR) A EUR

1.5%

Fund Name Currency Loss
1643 Private Banking Invest 100 (R) T EUR

-5.4%

1643 Vario Deutschland UI EUR

-5.4%

1645 MULTI-AXXION - AEQUINOKTIUM EUR

-5.4%

1645 Allegro Concerte EUR

-5.4%

1645 CBT Vol 15 C EUR

-5.4%

1645 M2LA EUR

-5.4%

1645 Generali Komfort Wachstum EUR

-5.4%

1645 CA Seleccion Estrategia 80, FI EUR

-5.4%

1645 LCL MGest Flexible 0-100 EUR

-5.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.1% 0.8%
2017 7.6% 3.4% 1.9% 2.2% -0.1%
2016 -0.7% -5.7% -4.1% 3.9% 5.8%
2015 7.2% 14.1% -3.0% -8.4% 5.8%
2014 3.3% 3.1% 1.9% -1.6% -0.1%
2013 15.5% 0.4% 1.0% 8.9% 4.5%
2012 18.2% 8.0% -6.4% 11.2% 5.1%
2011 -11.8% 0.8% -1.8% -12.2% 1.4%
2010 3.4% 0.8% -6.0% 4.8% 4.0%
2009 21.8% -8.7% 14.4% 13.6% 2.7%
2008 -31.0% -11.7% -3.7% -7.3% -12.5%
2007 1.3% 1.3% 4.6% -2.8% -1.7%
2006 12.6% 7.0% -5.5% 6.2% 4.9%
2005 19.3% 4.1% 4.8% 6.1% 3.0%
2004 11.4% 3.3% 2.0% -0.7% 6.5%
2003 14.4% -6.6% 16.1% -0.8% 6.4%
2002 -20.8% 1.4% -10.2% -13.9% 0.9%
2001 -15.2% -9.1% -0.4% -14.8% 10.0%
2000 -2.3% 15.2% -6.6% -1.5% -7.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg

Fund Info

  • Launch date01/10/1999
  • Share Class size286Mn
  • Base currencyEUR
  • ISIN LU0100846798

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment4.00%

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