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Fortezza Finanz - Aktienwerk R

Ranked 21 out of 191 in - European Small & Medium Companies over 36 months
All calculations are in USD unless stated

Objective

The investment objective of the Fund is to achieve a reasonable growth in the sub-fund currency, taking into account the investment risk. The Fund invests at least 51% of its assets in equities. In addition, the Fund may invest in bonds, target funds, money market instruments, certificates and other structured products (e. g. convertible bonds, bonds with warrants). All of the securities the Fund invests in must be acquired from European issuers. The usage of derivatives is permissible for hedging of the assets or increasing their value.

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

Performance

European Small & Medium Companies over : 31/12/2014 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 39.6% 10.2% 14.3% 7.8% 2.8%
2016 15.7% 3.1% -4.3% 13.5% 3.2%
2015 5.8% 0.3% 5.1% -4.0% 4.5%
2014 1.3% 14.0% 6.4% -15.3% -1.5%
2013 16.1% 11.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg

Fund Info

  • Launch date10/06/2013
  • Share Class size36Mn
  • Base currencyEUR
  • ISIN LU0905832985

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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