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Oclaner Fds Patrimonial Fund IA EUR Cap

Ranked 1553 out of 2147 in - Flexible EUR over 12 months
All calculations are in EUR unless stated

Managed by

Olivier Spoor

Objective

The Sub-Fund seeks to achieve long term total return from income and capital appreciation using an active management approach. In order to protect capital or to enhance return the asset allocation may differ substantially from that of a traditional balanced portfolio (50% equity/50% bonds). The portfolio pursues its investment objective by investing its assets among the following asset classes: equity, fixed income, money markets and companies involved with alternative strategies.

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

Performance

Flexible EUR over : 31/03/2017 - 31/03/2018
  • Rank 1553/2147 Total Return
  • Rank 473/2147 Standard Deviation
  • Rank 1016/2147 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8%
2017 2.9% 2.8% 0.3% 1.5% -1.8%
2016 3.3% -0.3% -0.6% 3.2% 1.0%
2015 0.5% 5.8% -2.5% -5.3% 2.9%
2014 1.6% 1.4% -0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Singapore

Fund Info

  • Launch date10/03/2014
  • Share Class size07Mn
  • Base currencyEUR
  • ISIN LU1004649775

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0.001

Charges

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