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Dominice US Equities Plus A

Ranked 601 out of 877 in - US over 12 months
All calculations are in USD unless stated

Objective

The Fund invests in US equities and listed equity and volatility derivatives. The Fund uses a quantitative method based on the behavioral bias of equity investors in order to outperform the benchmark.Fund is benchmarked to the S&P500 Net Total Return Index with the objective of delivering an outperformance of 5% p.a.

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

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 601/877 Total Return
  • Rank 491/877 Standard Deviation
  • Rank 748/877 Max Drawdown
Fund Name Currency Risk
491 Dominice US Equities Plus A USD

5.9

492 DNB USA USD

5.9

493 RBC Private U.S. Large-Cap Value Eq Curr Neut Pl O

Currency exposure is hedged

Currency exposure is hedged

CAD

5.9

493 CS (Lux) USA Equity Theme Fund B USD USD

5.9

493 Franklin US Rising Dividends Corporate Class Sr A USD

5.9

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.2% 2.0% 2.5%
2016 16.5% 2.3% 1.9% 6.6% 4.7%
2015 3.2% 1.5% 2.8% -5.3% 4.3%
2014 13.3% 0.4% 6.7% 1.7% 4.1%
2013 1.7% 6.0% 9.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date28/02/2013
  • Share Class size18Mn
  • Base currencyUSD
  • ISIN CH0205310540

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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