Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

PRIMA - Global Challenges A

Ranked 969 out of 3286 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Hendrik Leber

Dr. Hendrik Leber entered the world of investment management with an impressive international academic record. His eight years in academia saw him study Finance, Accounting, Banking and Securities Markets at universities in his native Germany and in the USA. He holds an MBA from Syracuse University and a Doctorate from Hochschule St. Gallen and has also studied at the Universität des Saarlandes in Saarbrücken and the University of California at Berkeley. Prior to joining Acatis, Leber cut his teeth with McKinsey and Company and subsequently Metzler Consulting KG. He began managing funds for ACATIS in 1995 and is presently a partner in the firm. Leber is a man of many professional interests. He is a partner in Aalto Fondsvertrieb GmbH, a shareholder in Pricap Venture Partners AG, and holds various supervisory board seats. In spite of these commitments he still manages to find the time to indulge his passion for opera, modern art, photography and running.

Objective

The Fund seeks long-term outperformance of the Global Challenges Index by means of profitable investment in the securities of this Index while maintaining an appropriate risk diversification. The Index includes 50 companies worldwide that embody the sustainability approach. What is crucial is that such companies are actively tackling the causes and consequences of various climate-related, societal and economic problems globally.

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

Performance

Global over : 31/05/2017 - 31/05/2018
  • Rank 969/3286 Total Return
  • Rank 855/3286 Standard Deviation
  • Rank 134/3286 Max Drawdown
Fund Name Currency Return
967 GaveKal Global Equities UCITS A USD USD

11.7%

967 Nordea Invest Engros Internationale Aktier USD

11.7%

969 Fiducian International Shares

Currency exposure is hedged

Currency exposure is hedged

AUD

11.7%

969 Wellington Durable Companies EUR S Acc Unh USD

11.7%

969 Capital Group Invest Co of America (LUX) A4 USD USD

11.7%

969 PRIMA - Global Challenges A USD

11.7%

Fund Name Currency Loss
133 WheelHouse Global Equity Income USD

-3.8%

134 PRIMA - Global Challenges A USD

-3.8%

135 Insync Global Titans

Currency exposure is hedged

Currency exposure is hedged

AUD

-3.8%

135 Brown Advisory Global Leaders Fund;Investor USD

-3.8%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.2%
2017 20.0% 5.0% 5.2% 4.8% 3.7%
2016 -3.7% -5.5% -6.6% 9.6% -0.4%
2015 0.1% 2.0% -2.1% -9.5% 10.7%
2014 6.0% 0.5% 6.0% -2.4% 2.0%
2013 15.8% 2.0% -1.6% 8.8% 6.1%
2012 15.3% 9.3% -8.0% 10.2% 4.0%
2011 -10.9% 4.1% -1.9% -14.4% 1.9%
2010 5.9% 0.8% -10.5% 8.9% 7.8%
2009 33.4% -7.4% 23.0% 15.1% 1.7%
2008 -45.9% -4.4% -4.2% -21.1% -25.0%
2007 3.3% 5.0% 3.1% 0.4% -5.0%
2006 15.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg

Fund Info

  • Launch date01/08/2006
  • Share Class size20Mn
  • Base currencyEUR
  • ISIN LU0254565053

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

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