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4Q-VALUE FONDS

Ranked 2329 out of 2934 in - Global over 12 months
All calculations are in USD 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

The fund's goal is to achieve maximum capital appreciation. To achieve this the fund invests at least 51% in securities. The investment strategy is value oriented (value- principle) and fund invests mainly in the equities. In the absence of a positive expectation, the respective percentage of shares are invested in money market instruments, bank deposits or bonds.

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

Performance

Global over : 30/06/2015 - 30/06/2016
  • Rank 2329/2934 Total Return
  • Rank 1089/2934 Standard Deviation
  • Rank 2372/2934 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 0.6% -2.2%
2015 -11.3% -3.2% 1.2% -11.8% 2.8%
2014 -4.2% 6.4% 0.3% -7.2% -3.2%
2013 23.5% 8.6% -2.2% 8.3% 7.4%
2012 8.7% 14.7% -12.1% 4.8% 2.9%
2011 -10.6% 11.1% 1.9% -26.3% 7.2%
2010 19.8% 3.7% -14.7% 19.9% 12.9%
2009 33.2% -17.5% 24.9% 22.1% 6.0%
2008 -46.8% -11.6% -11.6% -13.0% -21.8%
2007 12.3% 3.2% 9.8% 0.9% -1.9%
2006 26.3% 9.2% 1.5% 4.7% 8.9%
2005 6.9% 2.1% -1.3% 4.9% 1.2%
2004 26.6% 5.3% 1.5% 2.4% 15.8%
2003 57.5% -6.2% 28.9% 8.7% 19.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Switzerland

Fund Info

  • Launch date03/02/1997
  • Share Class size09Mn
  • Base currencyEUR
  • ISIN DE0009781633

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment4.75

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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).