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Dr. Peterreins Global Strategy Fonds R T

Ranked 100 out of 589 in - Aggressive EUR over 12 months
All calculations are in EUR unless stated

Objective

The mixed fund aims to generate regular income and capital growth as an investment objective. The fund invests at least 51% of the fund's assets in equity investment funds. Bond, commodity and the money market funds can be added. Securities may be invested in for up to 49% of the fund's assets. Money market instruments may be invested in for up to 49% of the fund's assets. Units in investment funds may be invested in for up to 20% of the fund's assets each and up to 100% of the fund's assets in total. Sight deposits and callable deposits with a maximum maturity of 12 months may not exceed 49% of the fund's assets.

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

Performance

Aggressive EUR over : 30/09/2017 - 30/09/2018
  • Rank 100/589 Total Return
  • Rank 351/589 Standard Deviation
  • Rank 262/589 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.7% 4.4% 2.2%
2017 6.1% 3.5% -1.9% 1.4% 3.0%
2016 6.8% -4.1% 0.1% 4.9% 6.0%
2015 5.4% 13.6% -3.5% -10.1% 6.9%
2014 8.7% 1.1% 4.3% 1.2% 1.8%
2013 10.6% 4.2% -1.6% 5.1% 2.7%
2012 12.3% 7.4% -4.6% 8.2% 1.3%
2011 -9.6% -1.1% -2.5% -9.8% 4.0%
2010 10.5% 4.7% -3.9% 2.3% 7.3%
2009 25.8% -2.6% 12.2% 10.2% 4.5%
2008 -33.5% -10.0% -1.1% -6.4% -20.2%
2007 -1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date19/09/2007
  • Share Class size15Mn
  • Base currencyEUR
  • ISIN AT0000A069P5

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

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