Crossfund Sicav - Crossinvest Return Fund-B

Ranked 8 out of 12 in - Flexible Other over 12 months
All calculations are in GBP unless stated

Objective

The aim of the Sub-Fund is to achieve capital gains by investing in a global portfolio of fixed income securities and in shares in global markets. It adopts an active management style which enables the portfolio to be adapted flexibly to market expectations, whilst maintaining the risk of losses at the lowest level possible. The Sub-Fund actively manages risk by using innovative techniques such as derivative instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible Other over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.6%
2018 -4.9% -3.7% 3.1% 2.9% -6.9%
2017 9.7% 3.1% 1.8% 1.9% 2.6%
2016 15.3% -0.2% 7.3% 5.5% 2.0%
2015 -4.0% -2.5% -2.9% -1.5% 3.0%
2014 -3.2% -1.8% -1.0% -1.4% 0.9%
2013 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Italy
  3. Luxembourg
  4. Singapore
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date19/07/2013
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU0871320999

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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