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BICHELER KONZEPTFONDS P

Ranked 3320 out of 3355 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Marc Bicheler

Marc Bicheler began his career in the financial industry as a equity portfolio manager at Swiss Re Germany Holding in Unterföhring near Munich. He then moved to Swiss Re Asset Management in Zurich, where he was primarily responsible for the design of strategies for capital preservation. Most recently, he served as portfolio manager for multi-asset portfolios at UBS Global Asset Management with his team in Zurich with assets of up to CHF 3 billion. Since August 2016 he has been the fund advisor for the Bicheler Concept Fund.

Objective

The objective of the Fund is a long-term above-average appreciation in value. To achieve this goal, the selection is made of individual shares or a clearly structured approach, based on a momentum approach. The fund is made up of an active and a passive strategy. In active strategy occurs in-depth fundamental and technical chart analysis of the top Momentum stocks. In passive strategy is a direct investment in the respective 5-10 Top momentum stocks. In its basic orientation , the fund is fully invested in equities, focusing on individual stocks from Europe and North America.

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

Performance

Global over : 31/10/2017 - 31/10/2018
  • Rank 3320/3355 Total Return
  • Rank 3293/3355 Standard Deviation
  • Rank 3316/3355 Max Drawdown
Fund Name Currency Return
3318 Quaero Capital Funds World Opportunities A EUR USD

-18.0%

3319 Investor Niemcy USD

-18.2%

3320 BICHELER KONZEPTFONDS P USD

-18.3%

3321 African Alliance SICAV Global Equity I USD

-18.3%

3322 KBC Equity Satellites USD

-18.4%

Fund Name Currency Risk
3291 Strategie EuroCovered Actions Matieres Premieres

Currency exposure is hedged

Currency exposure is hedged

EUR

19.7

3292 Meta Finanzas I, FI USD

19.7

3293 BICHELER KONZEPTFONDS P USD

19.8

3294 Dynamic Power Global Navigator Class - Series A USD

19.9

3295 The Rock Capital IP Top 20 Global A USD

20.2

Fund Name Currency Loss
3314 WM AKTIEN GLOBAL USUSD UI-FONDS B

Currency exposure is hedged

Currency exposure is hedged

USD

-24.9%

3315 GFA International Fund USD

-24.9%

3316 BICHELER KONZEPTFONDS P USD

-25.2%

3317 Novare Worldwide Equity A1 USD

-25.2%

3318 Interacciones MVP SA de CV FIRV A USD

-25.2%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.2% -4.9% 0.1%
2017 40.5% 9.8% 11.5% 11.6% 2.9%
2016 -2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date10/08/2016
  • Share Class size10Mn
  • Base currencyEUR
  • ISIN DE000A2AJHY0

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.30%

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