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Concentra - A - EUR

Ranked 19 out of 70 in - Germany over 12 months
All calculations are in USD unless stated

Managed by

Christoph Berger

Objective

The investment policy aims to generate capital growth in the long term by mainly investing in German equity markets within the investment principles. The fund management company charges All-In-Fee displayed as management fee.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Germany over : 31/12/2016 - 31/12/2017
  • Rank 19/70 Total Return
  • Rank 47/70 Standard Deviation
  • Rank 47/70 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 35.2% 9.5% 10.2% 7.7% 4.1%
2016 -3.0% -3.7% -7.7% 9.5% -0.4%
2015 6.8% 8.1% -2.2% -7.5% 9.2%
2014 -9.4% -0.4% 1.7% -11.6% 1.2%
2013 30.3% 2.1% 3.2% 9.8% 12.6%
2012 36.6% 22.2% -12.3% 16.6% 9.4%
2011 -15.3% 7.7% 7.3% -29.2% 3.5%
2010 11.6% -2.5% -12.0% 17.9% 10.3%
2009 38.5% -18.9% 31.7% 27.4% 1.8%
2008 -45.2% -12.7% -1.2% -23.7% -16.8%
2007 31.1% 5.5% 15.4% 3.4% 4.2%
2006 32.6% 13.0% -1.0% 5.5% 12.5%
2005 9.0% -2.1% -2.4% 9.6% 4.0%
2004 12.1% -4.2% 1.9% -2.6% 18.0%
2003 68.1% -13.5% 45.3% 3.9% 28.8%
2002 -33.8% 3.2% -9.0% -35.3% 8.8%
2001 -23.1% -13.8% -2.5% -20.3% 14.8%
2000 -7.7% 4.0% -6.8% -7.0% 2.5%
1999 14.6% -11.3% 7.1% -1.7% 22.7%
1998 22.0% 14.8% 16.4% -16.9% 10.0%
1997 26.2% 12.0% 6.5% 8.7% -2.6%
1996 17.0% 5.5% 0.8% 3.0% 6.8%
1995 13.9% 3.0% 6.8% 1.4% 2.1%
1994 4.2% -1.5% 1.5% 1.0% 3.2%
1993 36.5% 11.8% -2.7% 14.5% 9.5%
1992 -9.1% 0.8% 9.1% -8.5% -9.6%
1991 5.0% -7.6% 0.0% 7.7% 5.5%
1990 -5.2% 10.1% -2.1% -21.4% 11.9%
1989 53.1% -4.7% 11.8% 16.2% 23.7%
1988 14.7% -1.0% -3.0% 7.1% 11.5%
1987 -8.0% -3.2% 6.5% 5.8% -15.7%
1986 37.8% 18.3% -6.1% 12.4% 10.4%
1985 111.7% 7.6% 18.8% 26.2% 31.2%
1984 -3.5% 9.9% -9.9% -4.8% 2.4%
1983 12.5% 12.0% -0.6% -2.9% 4.1%
1982 9.1% -2.1% -3.7% 2.8% 12.6%
1981 -7.6% -5.8% -3.8% -2.3% 4.4%
1980 -8.1% -14.3% 21.9% -2.2% -10.1%
1979 -4.6% 14.7% -4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Germany
  4. Peru
  5. Taiwan

Fund Info

  • Launch date26/03/1956
  • Share Class size2,490Mn
  • Base currencyEUR
  • ISIN DE0008475005

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.80%
  • Initial investment1.8

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