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Vermoegen-Global

Ranked 2011 out of 2149 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 : 31/10/2017 - 31/10/2018
  • Rank 2011/2149 Total Return
  • Rank 1692/2149 Standard Deviation
  • Rank 1913/2149 Max Drawdown
Fund Name Currency Return
2009 Value Opportunity Fund P EUR

-10.9%

2010 Gutenberg Patrimoine EUR

-10.9%

2011 Vermoegen-Global EUR

-10.9%

2012 ARCHEA Fund Globiq B1Cap EUR

-10.9%

2013 HINKEL Welt Core Satelliten Strategie HI Fonds EUR

-10.9%

Fund Name Currency Loss
1911 Gutenberg Patrimoine EUR

-10.9%

1911 Caixagest Materias Primas EUR

-10.9%

1913 Vermoegen-Global EUR

-10.9%

1914 ARCHEA Fund Globiq B1Cap EUR

-10.9%

1915 S Tempo M&G EUR

-11.0%

1915 Ohana Europe, FI EUR

-11.0%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -6.6% 2.7% -1.0%
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 size16Mn
  • Base currencyEUR
  • 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).