Planetarium Fund Riverfield Equities Z

Ranked 336 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Ferdinando Mazzi

Emanuele Pignatelli

After twenty years in the financial industry, Emanuele Pignatelli struck out on his own in 2004 when he set up Riverfield Ltd. An Italian national, Pignatelli was educated in England and is an economics graduate of Cambridge University. After a five year stint at Lehman Brothers in London in the late eighties, he has spent the rest of his professional career in Zurich. His twin passions of rowing and rugby are the inspiration behind his new venture’s title: ‘Riverfield’.

Objective

The fund's objective is to increase the value of long-term capital through the global investment of at least two thirds of its net assets in a portfolio of shares and other equity securities, as well as warrants for shares and other securities participation (up to a maximum of 15% of the Fund's net asset value). The Fund may also invest up to one third of its net assets in fixed rate bonds, convertible bonds or warrants. The investment in warrants involves a higher risk, resulting from the increased volatility of such securities.

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 8.9%
2018 -4.5% -4.3% 6.2% 3.4% -9.1%
2017 12.5% 5.9% 1.7% 1.2% 3.2%
2016 19.0% 4.6% 8.8% 4.9% -0.4%
2015 4.9% 5.3% -4.9% -2.8% 7.7%
2014 3.5% 0.6% 0.4% -0.1% 2.6%
2013 15.8% 12.8% -1.0% 0.7% 3.0%
2012 12.2% 7.6% -2.8% 3.3% 3.8%
2011 -7.0% 1.4% 3.4% -15.1% 4.4%
2010 15.5% 8.5% -9.4% 10.7% 6.2%
2009 13.7% -12.8% 3.7% 22.6% 2.6%
2008 -10.8% -3.7% -4.4% -5.3% 2.3%
2007 11.2% 4.5% 3.0% 1.0% 2.3%
2006 14.8% 9.5% -3.3% 2.2% 6.1%
2005 14.4% 1.6% 3.0% 6.6% 2.6%
2004 20.7% 1.8% 4.2% 3.9% 9.4%
2003 17.3% -2.6% 8.5% 6.2% 4.6%
2002 2.3% -12.2% 3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/03/2002
  • Share Class size63Mn
  • Base currencyEUR
  • ISIN LU0221439135

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • 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).