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QUERCUS short

Ranked 2 out of 60 in - Poland over 12 months
All calculations are in PLN unless stated

Managed by

Arkadiusz Bebel

Arkadiusz Bebel was born in Poland and graduated from the Warsaw School of Economics and City University of Hong Kong with a degree in Finance. He is a CFA candidate and holds an Investment Advisor License in Poland. Arkadiusz is an analyst and investment manager at Quercus TFI and manages a number of funds for the firm dealing in Polish equities and commodities, using benchmark and long equity strategies. Outside of fund management he enjoys playing chess and bridge.

Objective

The aim of the investment policy the Subfund is mapping changes WIG20short index, calculated and published by the Warsaw Stock Exchange, which is an index derived to WIG20 index calculated and published by the Warsaw Stock Exchange.

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

Performance

Poland over : 31/10/2017 - 31/10/2018
  • Rank 2/60 Total Return
  • Rank 59/60 Standard Deviation
  • Rank 4/60 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 9.0% 3.7% -9.8%
2017 -24.5% -12.4% -6.6% -8.0% 0.4%
2016 -11.3% -8.5% 10.8% -0.2% -12.4%
2015 16.8% -3.9% 1.4% 9.2% 9.8%
2014 -0.7% -3.2% 1.0% -5.9% 7.9%
2013 1.3% 10.2% 4.2% -9.8% -2.1%
2012 -19.9% -5.1% -1.4% -7.2% -7.8%
2011 20.3% -3.0% 0.1% 23.3% 0.5%
2010 -13.1% -5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Poland

Fund Info

  • Launch date31/05/2010
  • Share Class size30Mn
  • Base currencyPLN

Purchase Info

  • Min. initial investment200,000
  • Min. regular additional investment0

Charges

  • Annual management3.80%

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