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Flossbach von Storch - Multi Asset - Balanced IT

Ranked 14 out of 58 in - Balanced EUR over 12 months
All calculations are in GBP unless stated

Managed by

Elmar Peters

Objective

The fund aims to achieve appropriate capital growth in the Sub-Fund's currency. The investment strategy is based on the fundamental analysis of the global financial markets using "value" criteria. The fund invests according to the principle of risk diversification globally in securities of all kind (e.g. equities, bonds, money market instruments, certificates, other structured products, target funds, derivatives, cash and cash equivalents and time deposits). The equity proportion is limited on a maximum of 55%. Up to 20% of the fund's assets may be invested indirectly in precious metals.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.9%
2018 -4.3% -3.9% 4.0% 0.2% -4.5%
2017 10.3% 3.9% 2.3% 1.0% 2.8%
2016 24.4% 8.4% 6.4% 7.7% 0.2%
2015 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Luxembourg
  5. Spain
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date14/07/2015
  • Share Class size29Mn
  • Base currencyEUR
  • ISIN LU1245470676

Purchase Info

  • Min. initial investment1Mn
  • 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).