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UniInstitutional European MinRisk Equities

Ranked 627 out of 1017 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Ralf Flad

Thomas Kieselstein

Thomas Kieselstein studied Engineering and Finance at Karlsruhe University and is a CFA Charterholder. He started his career in 1994 with Dresdner Bank where he focused on quantitative portfolio management. Thomas is currently a portfolio manager at Union PanAgora Asset Management, and has over 12 years of investment experience.

Objective

The investment objective is to achieve long term, market-driven capital growth. Investments are mainly made in equities from European issuers. Additionally, up to 49% may be invested in money market instruments or bank deposits. Derivatives may be used for investments or assets protection purposes.

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

Performance

Europe over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.7% 1.7% 2.8%
2016 -1.0% -5.9% -0.3% 1.8% 3.6%
2015 16.7% 16.0% -2.0% -4.0% 6.9%
2014 14.9% 6.3% 4.5% 1.4% 2.0%
2013 22.2% 9.0% -1.1% 5.9% 7.2%
2012 13.2% 3.9% 1.0% 5.9% 1.8%
2011 -3.7% 0.0% 1.4% -11.0% 6.7%
2010 13.3% 3.8% -1.6% 5.9% 4.7%
2009 19.4% -7.3% 9.5% 12.1% 4.8%
2008 -34.0% -15.2% -2.6% -6.1% -14.9%
2007 -0.1% 3.1% 1.3% -3.6% -0.8%
2006 24.0% 7.6% -1.5% 8.4% 8.0%
2005 26.4% 5.0% 9.1% 7.9% 2.4%
2004 24.7% 7.0% 6.0% 3.4% 6.4%
2003 12.3% -11.2% 16.0% 1.0% 8.0%
2002 -35.0% -1.4% -17.9% -21.0% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg

Fund Info

  • Launch date31/03/1998
  • Share Class size671Mn
  • Base currencyEUR
  • ISIN DE0009750554

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.45%
  • Initial investment0

Related News

Bonds can’t offer crash protection, says AAA-rated boutique CIO

Investors need to be prepared for fixed income to no longer offer the support it once did during an equity downturn, says Thomas Kieselstein.

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