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Meinl Exclusive World Equities

Ranked 3118 out of 3373 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Arthur Breuss

Arthur Breuss, CFA is a fund manager at Julius Meinl Investment GmbH based in Vienna where he deals in equities, bonds and mixed assets, using opportunistic and momentum strategies. He joined the firm in 2016 and prior to this he was an asset manager at Meinl Bank AG. Arthur graduated in Vienna with a degree in Economics and outside of work he enjoys golf, soccer, skiing and music.

Objective

The fund is an active managed fund that invests in International Equity Funds. In the main markets the portfolio precisely invests in Value or Growth funds.

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

Performance

Global over : 30/11/2017 - 30/11/2018
  • Rank 3118/3373 Total Return
  • Rank 3108/3373 Standard Deviation
  • Rank 3245/3373 Max Drawdown
Fund Name Currency Loss
3243 Tempo USD

-21.4%

3244 Ultima Audace USD

-21.4%

3245 Meinl Exclusive World Equities USD

-21.5%

3246 Allan Gray Orbis Global Equity Feeder USD

-21.5%

3247 European Opportunities Fund USD

-21.6%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% -5.1% 0.4%
2017 29.5% 7.9% 6.3% 6.8% 5.7%
2016 1.5% -0.7% -4.6% 9.9% -2.4%
2015 -7.5% 0.4% 3.3% -14.0% 3.6%
2014 -5.3% -2.2% 5.1% -6.3% -1.7%
2013 19.8% 4.9% -2.0% 11.9% 4.1%
2012 12.7% 14.6% -12.5% 6.2% 5.8%
2011 -16.0% 2.5% -1.8% -18.5% 2.4%
2010 13.0% 2.8% -9.6% 12.1% 8.5%
2009 42.9% -2.0% 21.0% 18.5% 1.8%
2008 -47.3% -11.6% -0.6% -20.4% -24.7%
2007 20.6% 3.5% 8.6% 7.2% 0.2%
2006 20.5% 10.1% -5.7% 5.3% 10.3%
2005 12.0% -2.0% -0.1% 10.3% 3.7%
2004 16.0% 4.0% -1.2% -1.3% 14.4%
2003 29.8% -5.1% 14.6% 7.0% 11.5%
2002 -9.3% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria

Fund Info

  • Launch date12/04/2002
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN AT0000679410

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.70%
  • Initial investment5.00%

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