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H & A Unternehmerfonds Europa B

Ranked 628 out of 1003 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Volker Riehm

Volker Riehm was born in Berlin in 1960. He graduated from the University of Regensburg with a Diplom-Kaufmann degree in economics. Volker started his career in 1988 as an equity analyst at Bankhaus H. Aufhaeser and joined Bayerische Hypotheken-und-Wechsel Bank AG in 1989. In 1996 he joined Activest Investmentgesellschaft as a fund manager and since 2004 he has worked for Hauck & Aufhaueser Asset Management. Volker has been managing funds for over 15 years and holds the DVFA qualification (financial analyst). Outside of fund management he enjoys tennis, bridge and bird watching.

Objective

The fund invests according to the principle of risk diversification predominantly in equities of companies with one or several owners of a major block of shares. These equities should be acquired from European based issuers. The assets can also be invested in index- and discount certificates of domestic and foreign issuers.

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

Performance

Europe over : 30/04/2015 - 30/04/2016
  • Rank 628/1003 Total Return
  • Rank 953/1003 Standard Deviation
  • Rank 774/1003 Max Drawdown
Fund Name Currency Return
626 ESPA BEST OF EUROPE T EUR

-11.6%

627 STANLIB European Equity Feeder A EUR

-11.6%

628 Fidelity Europe Class Series A EUR

-11.7%

628 H & A Unternehmerfonds Europa B EUR

-11.7%

630 AriDeka CF EUR

-11.7%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -6.1%
2015 8.1% 18.6% -4.2% -13.4% 9.9%
2014 2.6% -0.6% 3.3% -4.1% 4.1%
2013 15.1% 4.3% -3.2% 10.5% 3.2%
2012 23.7% 10.0% -5.8% 10.8% 7.8%
2011 -13.9% -1.7% 1.0% -20.5% 9.1%
2010 26.4% 5.7% -0.9% 8.9% 10.8%
2009 39.4% -8.1% 21.4% 15.8% 7.9%
2008 -42.0% -12.4% -7.7% -12.0% -18.5%
2007 -6.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg

Fund Info

  • Launch date02/07/2007
  • Share Class size04Mn
  • Base currencyEUR
  • ISIN LU0294540942

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

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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).