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HWG-FONDS

Ranked 388 out of 589 in - Aggressive EUR over 12 months
All calculations are in EUR unless stated

Managed by

Thomas Mergenthaler

Thomas Mergenthaler was born in Neresheim, Germany in 1971. He attended the University of Cooperative Education where he studied business and economics. Thomas began his career with Heidenheimer Volksbank in 1990 and joined the private banking department as a manager in 2001. At present he is responsible for the securities business. Thomas is a certified business ecomonist with a specialism in banking and has been managing funds since 1998. Outside of fund management his interests include geocaching via GPS.

Objective

The fund aims to achieve the highest possible capital growth. To achieve this the fund invests in different asset classes. The fund is composed at least 51% of securities. The fund invests in equities, equity certificates, bonds with warrants, fixed income securities and convertible bonds. The fund can invest up to 40 % in interest-bearing securities of domestic and foreign issuers. The investment policy is based on the principle of risk diversification in the international system. The investment decisions are based on the profitability of the values, as well as on the expected long-term prospects for the future.

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

Performance

Aggressive EUR over : 30/09/2017 - 30/09/2018
  • Rank 388/589 Total Return
  • Rank 205/589 Standard Deviation
  • Rank 86/589 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4% -0.6% 0.9%
2017 10.5% 3.4% 0.5% 4.9% 1.4%
2016 8.3% -1.0% 1.5% 3.4% 4.2%
2015 8.2% 12.5% -2.7% -5.6% 4.8%
2014 5.8% 4.0% 4.3% 0.5% -2.9%
2013 10.4% 2.7% -3.1% 6.6% 4.2%
2012 12.9% 7.6% -1.1% 5.0% 1.1%
2011 -14.9% 1.6% -2.7% -16.5% 3.1%
2010 13.5% 4.6% -2.4% 3.7% 7.3%
2009 23.9% -7.8% 14.0% 12.7% 4.6%
2008 -30.6% -11.7% -3.0% -6.2% -13.6%
2007 6.6% 4.6% 7.3% -4.8% -0.2%
2006 11.5% 9.4% -7.1% 4.7% 4.9%
2005 20.2% 2.4% 5.0% 8.6% 2.9%
2004 4.6% 3.4% 1.8% -5.0% 4.5%
2003 23.9% -9.1% 19.4% 6.2% 7.4%
2002 -32.4% 2.5% -17.0% -22.0% 1.9%
2001 -11.4% -6.2% 1.7% -18.1% 13.5%
2000 -10.5% 12.0% -10.9% 0.8% -11.0%
1999 63.1% 8.3% 13.2% 6.1% 25.4%
1998 17.9% 16.1% 5.6% -12.3% 9.5%
1997 28.5% 11.7% 13.5% 1.3% 0.1%
1996 14.9% 6.7% 3.6% 1.0% 2.9%
1995 -1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date21/04/1970
  • Share Class size37Mn
  • Base currencyDEM
  • ISIN DE0008491432

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

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