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Flossbach von Storch - Multi Asset - Defensive IT

Ranked 7 out of 42 in - Conservative EUR over 12 months
All calculations are in GBP unless stated

Managed by

Elmar Peters

Objective

The investment objective of the fund is to achieve reasonable growth in the fund currency while taking account of investment risk. The fund invests its assets in securities of all types, among them equities, bonds, money market instruments, certificates, other structured products (e.g. reverse convertible bonds, option bonds, convertible bonds), target funds, derivatives, cash and fixed-term deposits. The equity quota is limited to a maximum of 35%. Up to 20% may be invested indirectly in precious metals. No more than 10% may be invested in other investment funds.

Showing fund performance in United Kingdom View performance globally

Performance

Conservative EUR over : 31/03/2018 - 31/03/2019
  • Rank 7/42 Total Return
  • Rank 17/42 Standard Deviation
  • Rank 10/42 Max Drawdown
Fund Name Currency Loss
8 BL Global 30 B Cap GBP

-3.9%

9 AAMMF Verzekeringen Beleggingsfonds Defensief A GBP

-3.9%

10 Flossbach von Storch - Multi Asset - Defensive IT GBP

-4.2%

11 BNP Paribas L1 Sustainable Active Stability CL Cap GBP

-4.3%

12 Jyske Invest Stable Strategy GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.4%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 1.9%
2018 -3.6% -3.6% 2.7% 0.2% -3.0%
2017 7.5% 2.6% 2.6% 0.4% 1.7%
2016 22.9% 9.3% 6.8% 6.6% -1.2%
2015 4.1%

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 size224Mn
  • Base currencyEUR
  • ISIN LU1245470080

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).