Fidecum SICAV - avant-garde Stock Fund A

Ranked 222 out of 224 in - Europe over 12 months
All calculations are in GBP unless stated

Managed by

Anko Beldsnijder

Anko Beldsnijder has been a portfolio manager at Fidecum AG since January 2016. Anko manages the avant-garde Stock Fund, which he initiated and managed at MainFirst since 2004 and which he brought along when he moved to Fidecum AG. At MainFirst Beldsnijder was co-head of MainFirst Asset Management from 2008 till 2012. Since 2010 he haD been partner of MainFirst Bank AG. Prior to that, he was a European portfolio manager at ABN Amro in Amsterdam since the mid 90’s where he managed the Europe Equity Fund as well as the Germany Equity Fund, He also headed up the European Small Cap Team. He started his career as a European portfolio manager at Credit Suisse in Zürich in 1992.

Richard Burkhardt

Richard Burkhardt has been a portfolio manager for the Fidecum avant-garde Stock Fund since January 2016. After joining MainFirst in 2006 he was, together with Anko Beldsnijder, responsible for the quality growth style. Prior to that, he worked as an FX-analyst for Kerford Investments in Panama. Richard started his investment career in 2002 at Standard & Poor’s Fund Services Germany, where he worked within the fund analysis and marketing areas. He holds a degree in economics and geography from University of Giessen.

Objective

The fund seeks to achieve long-term capital growth in line with a reasonable risk diversification by investing primarily in equities and other equity-related securities. The fund invests at least 75% of it's assets in equities and equity-related securities of companies that are domiciled in Europe. Up to 25% of the assets may be invested in shares of companies from all over the world as well as bonds, convertible bonds which are issued by companies worldwide. Depending on the actual situation, the investment focus may be on a large-cap or small-cap and mid-cap companies.

Showing fund performance in United Kingdom View performance globally

Performance

Europe over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.7%
2018 -24.7% -7.6% 5.9% 0.1% -23.1%
2017 32.4% 9.2% 10.4% 5.6% 3.9%
2016 8.8% -2.3% -1.9% 10.9% 2.4%
2015 16.0% 14.5% -5.7% -2.3% 9.8%
2014 3.6% 3.8% -3.0% -1.5% 4.6%
2013 24.4% 11.3% 0.2% 4.3% 7.0%
2012 13.0% 10.5% -6.8% 3.4% 6.1%
2011 -15.5% 2.4% 0.8% -21.4% 4.2%
2010 7.2% 5.0% -15.6% 11.9% 8.1%
2009 9.4% -14.6% 5.7% 23.3% -1.8%
2008 -27.9% -11.5% -0.1% -15.6% -3.4%
2007 19.4% 3.8% 8.7% 1.9% 3.7%
2006 14.0% 15.9% -9.6% 0.1% 8.7%
2005 33.1% 4.4% 6.7% 13.1% 5.6%
2004 2.2% 10.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Mgi Digital Technology SA ORD 10.11%
Wirecard AG ORD 5.70%
Allianz SE ORD 4.55%
SAP SE ORD 3.72%
STMicroelectronics NV ORD 3.66%
UPM-Kymmene Oyj ORD 3.59%
Straumann Holding AG ORD 3.53%
ASML Holding NV ORD 3.49%
Partners Group Holding AG ORD 3.44%
Sika AG ORD 3.09%
28/02/2019

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Liechtenstein
  7. Luxembourg
  8. Netherlands
  9. Norway
  10. Spain
  11. Sweden
  12. United Kingdom

Fund Info

  • Launch date30/04/2004
  • Share Class size11Mn
  • Base currencyEUR
  • ISIN LU0187937411

Purchase Info

  • Min. initial investment2,500
  • 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).