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AEGON Wereldwijd Vastgoed Fonds

Ranked 65 out of 247 in - Global Equity over 12 months
All calculations are in USD unless stated

Objective

The Fund invests, directly or indirectly, mainly in shares of listed real estate companies worldwide. The investment process focuses on adding value by the Manager to implement policy. Examples of policy to include: selection policies of countries, sectors and individual stocks and follow as closely as possible to the benchmark.

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

Performance

Global Equity over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 14.5% 3.2% 4.1% 2.4% 4.1%
2016 -0.2% 3.2% 3.1% 1.5% -7.5%
2015 -0.8% 3.6% -5.7% -4.4% 6.2%
2014 10.5% 3.5% 7.1% -5.9% 5.9%
2013 1.4% 5.4% -4.6% 1.6% -0.8%
2012 27.1% 12.6% 1.6% 5.1% 5.7%
2011 -6.2% 2.4% 3.5% -17.7% 7.6%
2010 19.2% 3.9% -8.1% 18.4% 5.4%
2009 35.2% -24.6% 34.8% 28.6% 3.5%
2008 -47.6% -2.5% -9.2% -12.0% -32.8%
2007 -12.6% 6.3% -8.4% 0.0% -10.2%
2006 44.9% 16.3% -1.4% 9.9% 15.0%
2005 15.3% -5.2% 8.6% 7.4% 4.3%
2004 6.9% 18.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Netherlands

Fund Info

  • Launch date01/04/2004
  • Share Class size01Mn
  • Base currency
  • ISIN NL0000685493

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.52%
  • Initial investment0.52

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