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Oclaner Fds Patrimonial Fund IA EUR Cap

Ranked 1515 out of 2140 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 : 31/10/2016 - 31/10/2017
  • Rank 1515/2140 Total Return
  • Rank 1179/2140 Standard Deviation
  • Rank 1219/2140 Max Drawdown
Fund Name Currency Risk
1179 Primus Inter Pares Strategie Chance EUR

4.2

1179 Wallberg Strategie EUR

4.2

1179 Antheus Global Fund EUR

4.2

1179 Oclaner Fds Patrimonial Fund IA EUR Cap EUR

4.2

1179 Edmond de Rothschild Monde Flexible A

Currency exposure is hedged

Currency exposure is hedged

EUR

4.2

1179 Multiadvisor Sicav - ESPRIT EUR

4.2

1179 WI SELEKT D A EUR

4.2

1179 Aris Strategy EUR

4.2

1179 Luxembourg Placement Fund - Bolle A EUR

4.2

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.8% 0.3% 1.5%
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 investment0
  • Min. regular additional investment0

Charges

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