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FPM Funds Ladon - European Value

Classé 246 sur 281 en - Zone Euro sur 12 mois
All calculations are in EUR unless stated

Géré par

Raik Hoffmann

Raik Hoffmann has been senior portfolio manager at FPM Frankfurt Performance Management AG since 2013. He is responsible for the FPM Funds Stockpicker German Small/Mid-Cap and the FPM Funds Ladon European Value fund as well as a special mandate for Paris-based Sycamore Asset Management. Raik was previously at DWS for 15 years, where he was responsible for the DWS German Small/Mid Cap fund. He studied business economics at Leipzig University and has over 20 years’ experience in German equities.

Martin Wirth

Martin Wirth is one of the founding partners of FPM Frankfurt Performance Management AG which was formed in 2000. He is currently on the board of directors and is involved in fund management and stock analysis. Before this he worked in various positions including German stock analyst at Credit Suisse, Bank Julius Baer (Germany) and Sal. Oppenheim jr. and Cie. He later rejoined Credit Suisse as acting leader in asset management. Martin has over 24 years of experience in German stocks.

Objectif

The investment objective of the fund is to achieve the highest possible risk-adjusted return. The fund invests predominantly in European equities. In addition the fund may invest up to 49% in non - European equities, interest-bearing securities, convertible and warrant bonds, participation and dividend certificates, mutual funds and certificates.

Performance

Zone Euro sur : 31/10/2017 - 31/10/2018
  • Classement 246/281 Rendement total
  • Classement 273/281 Ecart-type
  • Classement 281/281 Perte maximale
Nom du fonds Currency Risque
271 RMA Entrepreneurs Impact Europe S EUR

14,3

272 Medi-Actions Euro EUR

14,3

273 FPM Funds Ladon - European Value EUR

14,6

274 HGA Actions PME-ETI R EUR

15,5

275 Belharra Euro R EUR

15,9

Nom du fonds Currency Perte
277 COGEFI Elixir P EUR

-21,6%

278 HGA Actions PME-ETI R EUR

-22,1%

279 Lazard Recovery EuroZone R EUR

-22,4%

280 DNCA Opportunites Zone Euro C EUR

-23,3%

281 FPM Funds Ladon - European Value EUR

-24,6%

Rendement total

Performance trimestrielle

au 30/09/2018 Annuel T1 T2 T3 T4
2018 -1,3% -11,5% -6,1%
2017 33,4% 10,3% 6,6% 4,5% 8,6%
2016 0,6% -4,9% -11,8% 5,8% 13,4%
2015 15,0% 19,7% -2,0% -11,5% 10,8%
2014 -3,0% 2,0% 2,0% -6,7% 0,0%
2013 23,8% 3,0% 1,0% 8,7% 9,6%
2012 25,9% 16,3% -7,5% 11,0% 5,4%
2011 -8,7% 2,6% 4,7% -19,4% 5,4%
2010 10,9% 6,8% -5,9% 3,2% 6,8%
2009 29,1% -9,0% 16,5% 19,0% 2,3%
2008 -38,3% -16,6% -8,9% -7,3% -12,5%
2007 9,8% 2,8% 5,6% -1,3% 2,6%
2006 17,9% 7,7% -3,5% 5,2% 7,8%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Autriche
  2. France
  3. Allemagne
  4. Luxembourg
  5. Suisse

Information sur le fonds

  • Date de lancement07/11/2005
  • Taille de la share class10Mn
  • Devise de baseEUR
  • Code ISIN LU0232955988

Information pour achat

  • Minimum investissement de départ1
  • Montant minimum de versements périodiques0

Frais

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La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).