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Concentra - A - EUR

Ranked 28 out of 67 in - Germany over 12 months
All calculations are in USD unless stated

Managed by

Matthias Born

Matthias Born graduated from the University of Würzburg in Germany with a Master’s degree in business administration. He has worked for Dresdner Bank, Middle Market Group and joined Allianz in 2001 where he is currently a senior portfolio manager of European equities. He manages growth style portfolios and country funds for German equities.

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 : 31/07/2016 - 31/07/2017
  • Rank 28/67 Total Return
  • Rank 52/67 Standard Deviation
  • Rank 43/67 Max Drawdown
Fund Name Currency Return
26 HANSAsecur USD

24.2%

27 Sydinvest Tyskland USD

24.1%

28 Concentra - A - EUR USD

24.1%

29 Selectum Stock Picking Fd Germany R USD

24.0%

30 HSBC Trinkaus German Equity USD

23.9%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 9.5% 10.2%
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% -35.2% 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 22.5% 15.2% 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 2.1%

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 size2,370Mn
  • Base currencyEUR
  • ISIN DE0008475005

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.80%

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