Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Vontobel Fund - European Equity EUR B

Ranked 817 out of 1027 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Daniel Kranson

Daniel Kranson is a portfolio manager at Vontobel Asset Management, having joined in July 2007 as a senior research analyst covering stocks globally. In 2013, Daniel was promoted to deputy portfolio manager of the Vontobel European Equity Strategy, and in 2016, Daniel became lead portfolio manager for the strategy, whilst also becoming deputy portfolio manager of the firm’s International Equity Strategy. He began his investment career in 1999 on the sell side, at Sanford C. Bernstein & Co. where he analysed companies based in the U.S. and Europe in the technology space and later in the healthcare industry. In 2006, he switched to the buy side, working at Scout Capital Management, where he evaluated both Health Care and Consumer companies in both developed and emerging markets. Kranson received a B.S. in operations research from Columbia University and is a CFA charter holder.

Objective

The Fund assets are mainly invested in the shares of top-quality, European companies. The Fund's investment strategy is based on a value investment approach. This style of investment can, whilst respecting the applicable investment restrictions, result in a concentration of positions in individual sectors.

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

Performance

Europe over : 31/01/2017 - 31/01/2018
  • Rank 817/1027 Total Return
  • Rank 925/1027 Standard Deviation
  • Rank 999/1027 Max Drawdown
Fund Name Currency Loss
997 Alpora Innovation Europa Fonds EUR

-6.8%

998 Atlant Sharp Europe B

Currency exposure is hedged

Currency exposure is hedged

SEK

-6.8%

999 Vontobel Fund - European Equity EUR B EUR

-6.9%

1000 SSgA Europe Value Spotlight Fund P EUR

-7.0%

1001 Fidelity Advisor World Europe A-Dis EUR

-7.1%

1001 Franklin Mutual European Fund;Z EUR

-7.1%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 10.1% 8.9% 1.4% -1.9% 1.7%
2016 -3.9% -3.3% -0.1% 0.8% -1.4%
2015 17.7% 15.4% -2.2% -2.3% 6.8%
2014 8.5% 2.4% 1.9% 0.4% 3.5%
2013 7.5% 9.9% -6.3% 3.8% 0.5%
2012 22.2% 8.2% 3.1% 6.3% 3.0%
2011 4.5% -2.1% 3.5% -5.9% 9.5%
2010 13.5% 6.3% -1.1% 1.4% 6.4%
2009 15.5% -8.8% 8.8% 8.9% 6.9%
2008 -36.5% -11.7% -1.8% -13.2% -15.6%
2007 1.4% 2.9% 1.1% -3.5% 1.0%
2006 18.4% 6.9% -2.6% 6.6% 6.6%
2005 27.8% 4.4% 6.3% 6.5% 8.1%
2004 17.0% 6.0% 3.3% -1.6% 8.5%
2003 8.4% -12.0% 8.2% 4.3% 9.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Liechtenstein
  8. Luxembourg
  9. Norway
  10. Peru
  11. Singapore
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date16/12/2002
  • Share Class size177Mn
  • Base currencyEUR
  • ISIN LU0153585137

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.65%
  • Initial investment1.65

Related News

A-rated Kranson: stable staples will help shelter investors

European equity star says political and economic uncertainty won’t see investors give up on basic necessities despite volatility.

EM equity veteran Rajiv Jain quits Vontobel

Asset manager announces changes in growth boutique after Citywire A-rated manager announces resignation.

Vontobel rebrands four funds to shed value focus

Swiss asset management group seeks to rectify potentially ‘misleading’ names of core funds in its equity SICAV range.

Riding the rebound: how top investors are turning aggressive

As global growth begins to pick up are you increasing your cyclical exposure? In the first part of a two-part special, we see how some top investors are positioned.

Time to snatch up UK's 'opaque' banks, says Vontobel value star

UK banks may make US investors 'throw up' but New York-based manager Matthew Benkendorf says as more banks face Libor penalties value opportunities are being created.

Vontobel's Benkendorf: the value manager with a twist

A cursory glance belies the smart construction of this contradictory, US-run, top performing European equity fund.

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