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ESPA BEST OF AMERICA T

Ranked 594 out of 882 in - US over 12 months
All calculations are in USD unless stated

Managed by

Markus Jandrisevits

Markus Jandrisevits was born in Modling, Austria in 1973. He attended Vienna University of Economics and Business Administration where he studied Finance and Investments and Operations Research. Markus has been a fund manager since 2001 at Erste Sparinvest KAG. He uses a multimanagement approach based on quantitative and qualitative funds, equity research and style research for his investment techniques. Outside of fund mangement, Markus enjoys soccer and golf.

Objective

The fund is a benchmark-oriented fund of funds that invests in North American equity funds. The selection of funds is based on both qualitative and quantitative criteria. A broad diversification of investment styles and a balanced overall risk/return profile are essential for the weighting of the funds. No one fund is weighted with more than 20%. Foreign currencies can be hedged for up to 20% of the fund' s assets. The fund is suitable for long-term capital appreciation.

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

Performance

US over : 30/11/2016 - 30/11/2017
  • Rank 594/882 Total Return
  • Rank 814/882 Standard Deviation
  • Rank 851/882 Max Drawdown
Fund Name Currency Loss
849 Pioneer Funds North Amer Basic Value E ND EUR USD

-4.0%

850 PowerShares FTSE RAFI U.S. Fundamental Series A USD

-4.1%

851 ESPA BEST OF AMERICA T USD

-4.2%

852 Fourpoints America RH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

853 LINGOHR-AMERIKA-SYSTEMATIC-LBB-INVEST USD

-4.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.8% 4.3% 2.3%
2016 10.5% -0.7% -2.9% 8.1% 6.0%
2015 -3.9% -0.5% 3.9% -12.9% 6.9%
2014 6.9% 0.3% 5.2% -1.6% 3.0%
2013 33.0% 10.2% 3.8% 9.2% 6.6%
2012 10.1% 13.1% -7.4% 5.1% 0.0%
2011 -7.7% 4.1% -1.8% -15.6% 7.1%
2010 22.5% 5.5% -6.2% 8.7% 13.9%
2009 30.8% -0.3% 12.0% 14.4% 2.4%
2008 -44.4% -10.4% -0.4% -17.0% -24.9%
2007 17.3% 1.3% 8.2% 3.8% 3.0%
2006 13.8% 5.8% -3.9% 4.2% 7.4%
2005 4.6% -2.8% 3.9% 1.2% 2.3%
2004 13.3% 3.7% 0.1% -1.1% 10.4%
2003 24.1% -4.5% 13.8% 4.9% 8.8%
2002 -20.0% -2.7% -10.7% -11.0% 3.4%
2001 6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria

Fund Info

  • Launch date06/08/2001
  • Share Class size33Mn
  • Base currencyEUR
  • ISIN AT0000703467

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.44%
  • Initial investment4

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