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Flossbach von Storch - Bond Opportunities R

Ranked 110 out of 169 in - Global Flexible over 12 months
All calculations are in USD unless stated

Managed by

Frank Lipowski

Frank Lipowski works at Flossbach von Storch AG where he runs bond strategies with a macro and fundamental investment style. Prior to joining Flossbach, he worked for a year at Partners Group AG (2007-2008) and for four years at Lupus alpha Asset Management GmbH from 2003. Frank studied finance at the Frankfurt School of Finance and Management and at the University of Colorado. He was born in Hadamar in Germany and is currently based in Cologne.


The sub-funds assets are mainly invested internationally in fixed-interest securities and money market instruments. It invests in fixed-interest securities (including corporate bonds), money market instruments, all types of bond, units of investment funds (target funds), fixedterm deposits, certificates, other structured products (e.g. reverse convertible bonds, option bonds, convertible bonds) and cash. The target funds include diversified (mixed) funds, together with funds investing in bonds, convertible bonds, participation certificates and money-market funds. However, no more than 10% of the sub-funds assets may be invested in target funds.

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


Global Flexible over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.8% -5.2% 0.3%
2017 18.7% 3.3% 7.9% 4.2% 2.1%
2016 6.9% 8.7% 0.5% 5.0% -6.8%
2015 -8.7% -7.3% 0.6% -1.6% -0.6%
2014 -6.2% 2.9% 2.3% -8.0% -3.1%
2013 2.9%
2011 -0.2% 5.3% 3.8% -6.9% -1.9%
2010 -3.0% -3.9% -8.4% 12.6% -2.2%
2009 6.8% -0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Switzerland

Fund Info

  • Launch date05/06/2009
  • Share Class size312Mn
  • Base currencyEUR
  • ISIN LU0399027613

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0


  • Annual management0.93%
  • Initial investment0.93%

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