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Falcon Gold Equity A

Ranked 56 out of 104 in - Gold & Precious Metals over 12 months
All calculations are in USD unless stated

Managed by

Doug Groh

John Hathaway

John Hathaway is a portfolio manager at Tocqueville Asset Management. He joined Tocqueville in 1997 where he is a co-portfolio manager of the Tocqueville Gold Fund as well as other investment vehicles in the Gold Equity strategy. Prior to joining Tocqueville, John founded and managed Hudson Capital Advisors followed by seven years with Oak Hall Advisors as the Chief Investment Officer in 1986. In 1976, he joined the investment advisory firm David J. Greene and Company, where he became a partner. John began his career in 1970 as an equity analyst with Spencer Trask & Co. He earned a B.A. from Harvard College and an M.B.A. from the University of Virginia. He also holds the CFA designation.

Objective

The Fund invests worldwide mainly in stocks issued by companies engaged primarily in the extraction, processsing and marketing of gold. The fund may invest up to 25% of its assets in companies engaged in extracting, processing or marketing other precious metals, precious stones or non-ferrous metals.

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

Performance

Gold & Precious Metals over : 30/11/2016 - 30/11/2017
  • Rank 56/104 Total Return
  • Rank 76/104 Standard Deviation
  • Rank 69/104 Max Drawdown
Fund Name Currency Loss
67 Orion SICAV - Or et Metaux Precieux USD

-12.5%

68 Precious Capital Global Mining & Metals Fd

Currency exposure is hedged

Currency exposure is hedged

CHF

-12.6%

69 Falcon Gold Equity A USD

-12.8%

70 NBI Precious Metals Investor Series USD

-12.9%

71 CIBC Precious Metals Fd Class A USD

-12.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.0% -1.8% 0.5%
2016 41.9% 36.0% 38.9% -3.1% -22.5%
2015 -28.3% -8.2% 1.0% -20.7% -2.5%
2014 -5.0% 17.3% 19.6% -21.9% -13.3%
2013 -48.5% -17.7% -34.0% 9.6% -13.5%
2012 -9.0% -2.6% -14.4% 27.1% -14.1%
2011 -23.3% -2.0% -9.2% -6.2% -8.1%
2010 53.7% -0.9% 15.2% 19.3% 12.9%
2009 68.6% 15.8% 7.5% 23.3% 9.9%
2008 -32.9% 6.3% -2.0% -31.4% -6.1%
2007 24.0% -0.2% 0.3% 17.3% 5.6%
2006 40.8% 26.3% -1.4% -1.3% 14.5%
2005 32.9% -5.4% -1.9% 21.2% 18.1%
2004 -8.4% -1.6% -19.0% 15.0% 0.0%
2003 41.2% -17.2% 20.5% 20.1% 17.8%
2002 106.3% 49.9% 20.6% -3.4% 18.2%
2001 29.6% -4.7% 26.4% 6.3% 1.2%
2000 -17.8% -13.1% 1.8% -8.5% 1.6%
1999 -2.2% -7.7% -2.3% 30.2% -16.6%
1998 -1.3% 6.6% -14.4% 17.8% -8.2%
1997 -46.4% -6.8% -13.7% 2.8% -35.1%
1996 -0.9% 21.2% -9.3% -3.9% -6.1%
1995 -5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Switzerland

Fund Info

  • Launch date18/06/1992
  • Share Class size72Mn
  • Base currencyUSD
  • ISIN CH0002783535

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.74%

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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).