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Meinl Exclusive World Equities

Ranked 436 out of 3257 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Arthur Breuss

Arthur Breuss, CFA is a fund manager at Julius Meinl Investment GmbH based in Vienna where he deals in equities, bonds and mixed assets, using opportunistic and momentum strategies. He joined the firm in 2016 and prior to this he was an asset manager at Meinl Bank AG. Arthur graduated in Vienna with a degree in Economics and outside of work he enjoys golf, soccer, skiing and music.

Objective

The fund is an active managed fund that invests in International Equity Funds. In the main markets the portfolio precisely invests in Value or Growth funds.

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

Performance

Global over : 31/03/2017 - 31/03/2018
  • Rank 436/3257 Total Return
  • Rank 2953/3257 Standard Deviation
  • Rank 2794/3257 Max Drawdown
Fund Name Currency Risk
2951 Gutmann Aktien Nachhaltigkeitsfonds USD

11.6

2951 Portfolio Aktien Spezial ZKB Oe T USD

11.6

2953 FORTE Global USD

11.6

2953 Meinl Exclusive World Equities USD

11.6

2953 OMIKRON 7 A USD

11.6

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6%
2017 29.5% 7.9% 6.3% 6.8% 5.7%
2016 1.5% -0.7% -4.6% 9.9% -2.4%
2015 -7.5% 0.4% 3.3% -14.0% 3.6%
2014 -5.3% -2.2% 5.1% -6.3% -1.7%
2013 19.8% 4.9% -2.0% 11.9% 4.1%
2012 12.7% 14.6% -12.5% 6.2% 5.8%
2011 -16.0% 2.5% -1.8% -18.5% 2.4%
2010 13.0% 2.8% -9.6% 12.1% 8.5%
2009 42.9% -2.0% 21.0% 18.5% 1.8%
2008 -47.3% -11.6% -0.6% -20.4% -24.7%
2007 20.6% 3.5% 8.6% 7.2% 0.2%
2006 20.5% 10.1% -5.7% 5.3% 10.3%
2005 12.0% -2.0% -0.1% 10.3% 3.7%
2004 16.0% 4.0% -1.2% -1.3% 14.4%
2003 29.8% -5.1% 14.6% 7.0% 11.5%
2002 -9.3% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria

Fund Info

  • Launch date12/04/2002
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN AT0000679410

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.70%
  • Initial investment5

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