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SQUAD CAPITAL - SQUAD MAKRO - N

Ranked 1545 out of 3373 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Alexander Kapfer

Alexander Kapfer, CFA is the advisor on the SQUAD Makro Fund. He studied Business Administration at LMU Munich University, focusing mainly on capital market analysis and accounting, and joined a Munich based asset manager straight after graduating in 1999. He advised a global equity fund between June 2004 and June 2009 and was awarded fund manager of the year in 2009 for Germany and Austria by Citywire. In 2010 he founded his own investment boutique. His investment process focuses on two stages. On the basis of macro analysis he determines the risk-reward profile of the equity markets and the attractiveness of different investment regions and sectors. This leads to an investment exposure between 0% and 100% which is considered appropriate for the risk-reward environment of the markets. On the stock level he invests in stocks based on a value approach. Kapfer is now a Chartered Financial Analyst and fund manager, but as a boy he was a keen footballer who played for the mighty Bayern Munich for five years.

Objective

Ziel der Anlagepolitik ist die Erwirtschaftung eines Wertzuwachses. Zu diesem Zweck investiert der Fonds in Wertpapiere ohne Restriktionen hinsichtlich regionaler Schwerpunkte. Der Fonds ist flexibel ausgerichtet. Das bedeutet, dass er in Wertpapiere und Geldmarktinstrumente aller Art sowie Derivate investieren kann. Hierunter fallen beispielsweise Aktien, fest- oder variabel verzinsliche Wertpapiere sowie Zertifikate und Optionen. Der Fonds investiert mindestens 51% des Wertes des Teilfondsvermgen in Kapitalbeteiligungen.

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

Performance

Global over : 30/11/2017 - 30/11/2018
  • Rank 1545/3373 Total Return
  • Rank 2129/3373 Standard Deviation
  • Rank 1877/3373 Max Drawdown
Fund Name Currency Risk
2129 Raiffeisen-Active-Aktien R A USD

13.0

2129 MLC Wholesale Hedged Global Share Class A

Currency exposure is hedged

Currency exposure is hedged

AUD

13.0

2129 SQUAD CAPITAL - SQUAD MAKRO - N USD

13.0

2129 Ardevora Global Long Only Equity C USD

13.0

2129 Optimum Fund CSOB Svetovy Expres 3 USD

13.0

2129 HMT Global Aktien Infrastruktur R USD

13.0

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2% 1.1% 2.0%
2017 26.3% 6.0% 6.7% 6.3% 5.0%
2016 -1.1% 2.4% -2.2% 4.0% -5.1%
2015 1.6% -0.4% 2.9% -6.5% 6.0%
2014 -3.0% 0.9% 3.9% -7.3% -0.2%
2013 24.9% 4.8% 1.8% 10.0% 6.4%
2012 8.0% 9.1% -6.7% 7.4% -1.2%
2011 -2.7% 8.1% 3.5% -12.5% -0.7%
2010 -17.7% 10.0% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg

Fund Info

  • Launch date19/03/2010
  • Share Class size55Mn
  • Base currencyEUR
  • ISIN LU0490817821

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment50

Charges

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