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4Q-INCOME FONDS - Anteilklasse I

Ranked 26 out of 901 in - Conservative EUR over 12 months
All calculations are in EUR unless stated

Managed by

Peter Dreide

Peter Dreide founded TBF Global Asset Management in 1999 and manages funds in various sectors. From 1994 to 1999, he worked first for Barclays de Zoete Wedd in London as director and manager of North American sales for European clients, then as director of Canadian equities sales for European clients at Deutsche Morgan Grenfell in London and, finally, as director of “Domestic and International Sales” at Deutsche Bank Securities, Canada. Prior to this he held sales positions within various companies including McLean McCarthy and Morgan Grenfell in Canada.

Objective

To achieve this, the fund invests at least 51% in interest-bearing securities. Investment policy provides for a structured management approach. The fund is primarily invested in fixed income securities of domestic and foreign issuers. The average maturity of all bonds is controlled by a quantitative database. Shares and equity certificates may not exceed max. 25% of the value of the fund. After setting the trigger points specified by the database, a build-up / reduction of the weighting of the positions in the equity area is carried out. The values allocated to the equity quotation are composed of the building blocks index, substance and growth, the weighting of which is also controlled quantitatively.

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

Performance

Conservative EUR over : 31/10/2016 - 31/10/2017
  • Rank 26/901 Total Return
  • Rank 515/901 Standard Deviation
  • Rank 63/901 Max Drawdown
Fund Name Currency Return
24 Proclero C

Currency exposure is hedged

Currency exposure is hedged

EUR

10.6%

25 Mediolanum Flessibile Sviluppo Italia L EUR

10.5%

26 4Q-INCOME FONDS - Anteilklasse I EUR

10.5%

27 Lazard Patrimoine R EUR

10.1%

28 Ziel Netto EUR

10.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.7% 3.0% 1.6%
2016 11.1% 0.6% 3.6% 4.9% 1.6%
2015 0.4% 3.6% -2.4% -3.4% 2.8%
2014 8.2% 4.5% 2.3% -0.5% 1.7%
2013 5.2% 2.8% -0.6% 2.5% 0.4%
2012 11.7% 7.7% -0.2% 3.6% 0.3%
2011 -1.7% -0.1% -0.1% -4.8% 3.4%
2010 10.6% 4.1% 0.9% 3.1% 2.2%
2009 18.0% -1.3% 10.1% 5.9% 2.5%
2008 -6.8% -3.3% -1.9% 0.8% -2.6%
2007 1.3% 0.3% 0.5% 0.6% -0.2%
2006 1.2% -0.1% -1.5% 2.3% 0.5%
2005 5.9% 0.8% 3.6% 0.9% 0.5%
2004 2.6% 1.1% -0.1% -0.1% 1.7%
2003 7.1% -1.1% 4.8% 2.0% 1.3%
2002 2.4% -0.3% -0.9% 2.8% 0.7%
2001 3.2% 0.9% 0.7% -1.3% 2.9%
2000 2.6% 0.9% 0.1% 0.7% 0.9%
1999 4.7% 0.8% 2.2% -0.1% 1.7%
1998 2.0% -0.3% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date30/01/1998
  • Share Class size92Mn
  • Base currencyEUR
  • ISIN DE0009781997

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.10%
  • Initial investment0

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