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Vontobel Fund - European Equity EUR B

Ranked 753 out of 1015 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 : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.9% 1.4% -1.9%
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 size202Mn
  • Base currencyEUR
  • ISIN LU0153585137

Purchase Info

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

Charges

  • Annual management1.65%

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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).