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SQUAD CAPITAL - SQUAD MAKRO - N

Ranked 1098 out of 3325 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Alexander Kapfer

Alexander Kapfer, CFA is the advisor on the SQUAD Makro Fund. He studied Business Administration at LMU Munich University, focusing mainly on capital market analysis and accounting, and joined a Munich based asset manager straight after graduating in 1999. He advised a global equity fund between June 2004 and June 2009 and was awarded fund manager of the year in 2009 for Germany and Austria by Citywire. In 2010 he founded his own investment boutique. His investment process focuses on two stages. On the basis of macro analysis he determines the risk-reward profile of the equity markets and the attractiveness of different investment regions and sectors. This leads to an investment exposure between 0% and 100% which is considered appropriate for the risk-reward environment of the markets. On the stock level he invests in stocks based on a value approach. Kapfer is now a Chartered Financial Analyst and fund manager, but as a boy he was a keen footballer who played for the mighty Bayern Munich for five years.

Objective

The investment objective of the fund is to achieve a reasonable appreciation of investments. The flexible investment strategy enable the investments in international capital markets, in particular the international equity markets. The fund may invest up to 100% in each of its assets, such as cash and cash equivalents, time deposits in any currency, traded securities of any kind and money market instruments of all kinds, equities, bonds, bearer bonds, mortgage bonds, certificates, participation certificates, money market instruments, participation certificates, convertible bonds and warrants.

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

Performance

Global over : 31/08/2017 - 31/08/2018
  • Rank 1098/3325 Total Return
  • Rank 1711/3325 Standard Deviation
  • Rank 1214/3325 Max Drawdown
Fund Name Currency Return
1096 Stenham Equity A USD USD

10.6%

1096 PARVEST Equity Wld Low Volatility Classic Cap EUR USD

10.6%

1098 SQUAD CAPITAL - SQUAD MAKRO - N USD

10.6%

1098 Quoniam Fd Sel. SICAV Global Eq MinRisk EUR hdg A

Currency exposure is hedged

Currency exposure is hedged

EUR

10.6%

1098 Fidelity Adv Srs Stock Selector Large Cap Value USD

10.6%

Fund Name Currency Loss
1212 AXA International Actions D USD

-6.5%

1212 Eurizon Azioni Internazionali USD

-6.5%

1214 SQUAD CAPITAL - SQUAD MAKRO - N USD

-6.5%

1214 Loewen-Aktienfonds USD

-6.5%

1214 NN Aandelen Fonds USD

-6.5%

1214 Folksam LO Varlden USD

-6.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2% 1.1%
2017 26.3% 6.0% 6.7% 6.3% 5.0%
2016 -1.1% 2.4% -2.2% 4.0% -5.1%
2015 1.6% -0.4% 2.9% -6.5% 6.0%
2014 -3.0% 0.9% 3.9% -7.3% -0.2%
2013 24.9% 4.8% 1.8% 10.0% 6.4%
2012 8.0% 9.1% -6.7% 7.4% -1.2%
2011 -2.7% 8.1% 3.5% -12.5% -0.7%
2010 -17.7% 10.0% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg

Fund Info

  • Launch date19/03/2010
  • Share Class size63Mn
  • Base currencyEUR
  • ISIN LU0490817821

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment50

Charges

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