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LuxTopic - PACIFIC P

Ranked 6 out of 40 in - Asia Pacific Small & Medium Companies over 36 months
All calculations are in USD unless stated

Managed by

Jan Ehrhardt

Jan Ehrhardt was born in Munich in 1975. He was educated at the University of St. Gallen and the London School of Economics and studied finance and capital markets. He holds a Ph.D from the University of Wuerzburg. Jan started his career at Credit Suisse in 2002 as an equity research analyst and in 2003 he joined DJE Kapital AG where he is the head of research and portfolio management. Jan has managed funds for over six years. Outside of fund management, he lists travelling, rock climbing, hiking, boxing, chess and the cinema/theatre as his main interests. Jan is also a member of Greenpeace and the WWF.

Objective

The target of the investment policy is - in consideration with the investment risk - to achieve an appropriate increase in value in the Sub-Fund currency. For this, the Sub-Fund invests predominantly in dividend-paying company shares with low or medium market capitalization. These shares are mainly issued by companies that are focussing their business in Asia Pacific region.

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

Performance

Asia Pacific Small & Medium Companies over : 31/10/2014 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.0% 7.3% 12.3%
2016 15.1% 3.9% 1.1% 13.2% -3.2%
2015 -6.1% -4.8% 21.7% -18.3% -0.7%
2014 -9.1% -1.8% 2.6% -5.4% -4.8%
2013 -2.0% 2.7% -7.2% 1.5% 1.4%
2012 25.3% 16.5% -7.3% 3.0% 12.7%
2011 -22.0% 2.8% 0.8% -26.0% 1.8%
2010 21.9% 4.7% -8.2% 21.5% 4.4%
2009 86.8% -1.6% 47.7% 15.1% 11.7%
2008 -59.9% -12.6% 0.5% -28.8% -36.0%
2007 40.8% 6.0% 15.0% 14.6% 0.8%
2006 46.4% 21.0% 2.7% 4.1% 13.3%
2005 8.0% 5.7% -2.5% 2.8% 2.0%
2004 10.7% 18.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg

Fund Info

  • Launch date08/04/2004
  • Share Class size49Mn
  • Base currencyEUR
  • ISIN LU0188847478

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment50

Charges

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