Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Vermoegen-Global

Ranked 2010 out of 2174 in - Flexible EUR over 12 months
All calculations are in EUR unless stated

Managed by

Peter Backes

Objective

The investment objective of the fund is to generate a long term and above average return by an active portfolio management, considering the risk diversification in Euro. To achieve this investment objective the fund invests its fund assets according to the principle of risk diversification, whereat equities, equity related securities, fixed- or variable interest-bearing bonds, treasury bonds, convertible- and option bonds, as well as certificates, participation certificates and other fixed interest-bearing securities (e.g. zero bonds) can be acquired.

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

Performance

Flexible EUR over : 31/12/2017 - 31/12/2018
  • Rank 2010/2174 Total Return
  • Rank 1748/2174 Standard Deviation
  • Rank 1938/2174 Max Drawdown
Fund Name Currency Return
2008 HeLa UI EUR

-15.1%

2009 Diadema Global Selection Fund R EUR

-15.1%

2010 Vermoegen-Global EUR

-15.2%

2011 RBV - VV UI EUR

-15.3%

2012 Dorval Convictions R EUR

-15.3%

Fund Name Currency Loss
1936 LuxTopic - Flex EUR

-15.4%

1937 FondsSecure Systematik EUR

-15.5%

1938 Vermoegen-Global EUR

-15.5%

1939 C+F Balanced Dynamic Classic Cap EUR

-15.5%

1940 Julius Baer Germany - Focus Fund Growth A EUR

-15.6%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -15.2% -6.6% 2.7% -1.0% -10.8%
2017 5.1% 4.0% -2.7% 2.1% 1.8%
2016 6.4% -2.3% -1.5% 5.3% 5.1%
2015 5.7% 13.2% -4.4% -7.1% 5.0%
2014 3.2% -0.8% 2.5% 0.5% 0.9%
2013 9.4% 2.7% -1.7% 2.3% 6.0%
2012 11.2% 6.5% -3.6% 7.7% 0.6%
2011 -12.3% -3.6% 0.5% -13.2% 4.3%
2010 10.1% 5.1% -1.8% 1.0% 5.6%
2009 16.5% -12.1% 17.9% 10.7% 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg

Fund Info

  • Launch date08/12/2008
  • Share Class size15Mn
  • Base currencyUnits
  • ISIN LU0401897698

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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