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4Q-VALUE FONDS

Ranked 9 out of 3156 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 : 30/06/2016 - 30/06/2017
  • Rank 9/3156 Total Return
  • Rank 3114/3156 Standard Deviation
  • Rank 1871/3156 Max Drawdown
Fund Name Currency Return
7 H2O Multiequities R C USD

47.3%

8 IPOPEMA SFIO Globalnych Megatrendow A USD

46.2%

9 4Q-VALUE FONDS USD

45.0%

10 Global Value & Growth SICAV-FIS R

Currency exposure is hedged

Currency exposure is hedged

EUR

43.8%

11 Longleaf Partners Global Fund USD

42.9%

Fund Name Currency Risk
3112 BICE India A USD

14.5

3113 MainFirst - Global Equities A USD

14.6

3114 4Q-VALUE FONDS USD

14.9

3115 Silver Autonomie USD

14.9

3116 Z Cap 2 SA de CV SIRV BMF USD

14.9

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.6% 15.9%
2016 13.4% 0.6% -2.2% 16.6% -1.3%
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. Germany

Fund Info

  • Launch date03/02/1997
  • Share Class size11Mn
  • 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).