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Ethna-AKTIV-T

Ranked 12 out of 17 in - Absolute Return EUR over 12 months
All calculations are in GBP unless stated

Objective

The fund is to achieve appropriate growth in EUR, through investments in all types of securities, including equities, bonds, money-market instruments, certificates (also those with underlying commodities) and fixed-term deposits. The total proportion invested in equities, equity funds and share-type securities may not exceed 49%. It may not invest more than 10% in other funds. Assets are mainly acquired from issuers located in any of the OECD member countries. Depending on market conditions the fund's assets may be invested up to 100% in time deposits, money market instruments or cash, and demand deposits.

Showing fund performance in United Kingdom View performance globally

Performance

Absolute Return EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.1%
2018 -6.3% -2.7% -0.7% 0.3% -3.3%
2017 10.2% 2.9% 2.9% 1.1% 3.0%
2016 10.4% 2.6% 4.8% 6.1% -3.2%
2015 -5.2% -3.7% -3.5% 0.1% 1.9%
2014 0.4% 0.3% -0.4% -1.7% 2.2%
2013 8.0% 7.1% 0.4% -1.4% 1.8%
2012 6.8% 2.3% -2.9% 2.9% 4.5%
2011 -4.3% 3.2% 2.6% -8.7% -1.0%
2010 6.0% 5.9% -8.3% 8.3% 0.8%
2009 -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Chile
  4. France
  5. Germany
  6. Italy
  7. Liechtenstein
  8. Luxembourg
  9. Netherlands
  10. Portugal
  11. Spain
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date16/07/2009
  • Share Class size1,208Mn
  • Base currencyUnits
  • ISIN LU0431139764

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.65%

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