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Metzler Aktien Deutschland AR

Ranked 55 out of 71 in - Germany over 12 months
All calculations are in EUR unless stated

Managed by

Stefan Dudacy

Stefan Dudacy graduated with a degree in Economics from the University of Technology in Dresden. He joined Metzler in 2006 where he started as a junior portfolio manager and now manages the Metzler Aktien Deutschland Fund and European small-cap portfolios.

Marian Frisch

Objective

The fund invests in German shares and places the emphasis on the banking sector and the consumer area. Securities in the telecommunications sector show below average representation.

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

Performance

Germany over : 31/03/2015 - 31/03/2016
  • Rank 55/71 Total Return
  • Rank 33/71 Standard Deviation
  • Rank 45/71 Max Drawdown
Fund Name Currency Loss
43 Basler-Aktienfonds DWS EUR

-19.0%

44 Pioneer Investments German Equity A ND EUR

-19.1%

45 DWS Investa EUR

-19.1%

45 Metzler Aktien Deutschland AR EUR

-19.1%

47 DWS Deutschland LC EUR

-19.2%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -9.1%
2015 10.8% 20.5% -7.8% -8.5% 9.1%
2014 2.5% 0.2% 2.0% -4.2% 4.7%
2013 27.0% 5.6% 3.7% 7.2% 8.1%
2012 26.9% 18.4% -6.7% 10.4% 4.1%
2011 -14.8% 1.5% 4.2% -25.1% 7.8%
2010 17.0% 3.5% -3.5% 5.0% 11.6%
2009 25.8% -15.3% 18.9% 20.3% 3.8%
2008 -37.2% -18.0% -1.4% -10.3% -13.4%
2007 20.2% 5.2% 13.1% -1.6% 2.7%
2006 20.9% 10.9% -5.3% 5.9% 8.6%
2005 26.0% 2.9% 6.0% 9.3% 5.7%
2004 2.3% -2.4% 2.8% -4.8% 7.1%
2003 36.9% -14.0% 31.4% 1.5% 19.5%
2002 -44.5% 3.2% -18.3% -36.7% 3.9%
2001 -25.5% -14.2% 1.1% -27.2% 18.1%
2000 -7.9% 10.2% -7.7% 1.3% -10.7%
1999 31.1% -4.1% 11.0% -6.9% 32.3%
1998 18.4% 20.2% 14.2% -22.7% 11.6%
1997 47.3% 20.0% 11.8% 9.4% 0.4%
1996 27.9% 9.5% 4.5% 2.2% 9.4%
1995 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date02/01/1992
  • Share Class size121Mn
  • Base currencyEUR
  • ISIN DE0009752238

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Initial investment5

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