Diversified Growth Company- Stock Selection A EUR

Ranked 274 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Pierre Mouton

Objective

The fund invests in Equities and Equity-related products. The sub-fund will invest in global equities with an emphasis on developed markets with no specific style or geographic bias. Equities will be included in the portfolio following a strict valuation process and will also fit with Notz Stuckis main investment themes.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.1%
2018 -4.6% -2.6% 9.4% 4.4% -14.3%
2017 12.7% 6.0% 1.8% 0.6% 3.9%
2016 17.1% 0.2% 3.9% 7.1% 5.1%
2015 -2.3% 5.4% -4.3% -8.6% 5.9%
2014 1.7% 1.5% 0.3% 0.8% -0.8%
2013 1.2% 4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date03/07/2013
  • Share Class size41Mn
  • Base currencyUnits
  • ISIN LU0947862743

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0.00%

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