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LINGOHR-AMERIKA-SYSTEMATIC-LBB-INVEST

Ranked 813 out of 904 in - US over 12 months
All calculations are in USD unless stated

Managed by

Michael Becker

Objective

The Fund invests at least 51% of tis assets in selected equities of issuers domiciled in the US and Canada, where no balancing of the country takes place. The investment policy is designed to predominantly invest in those stocks that are undervalued in relation to the totality of the analyzed stocks for the knowledge society. In addition, a maximum of 49% of the value of the fund may be invested in bank deposits and money market instruments and up to 10% of the assets may be invested in investment funds.

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

Performance

US over : 31/01/2017 - 31/01/2018
  • Rank 813/904 Total Return
  • Rank 867/904 Standard Deviation
  • Rank 876/904 Max Drawdown
Fund Name Currency Loss
874 ESPA BEST OF AMERICA T USD

-4.2%

875 Fourpoints America RH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

876 LINGOHR-AMERIKA-SYSTEMATIC-LBB-INVEST USD

-4.2%

877 IA Clarington Sarbit Activst Opportunities Cl Sr A USD

-4.3%

878 BGF US Basic Value A2 USD USD

-4.5%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 12.9% 1.6% 0.1% 4.8% 5.9%
2016 17.0% 3.8% -3.9% 6.8% 9.8%
2015 -14.8% -1.6% -0.8% -15.4% 3.1%
2014 11.0% 2.5% 6.1% -1.1% 3.2%
2013 34.2% 9.8% 2.6% 10.3% 8.0%
2012 6.9% 11.2% -11.2% 3.8% 4.3%
2011 -10.4% 4.6% -3.1% -19.6% 9.9%
2010 12.6% 6.1% -14.7% 10.7% 12.4%
2009 53.4% -4.4% 27.0% 20.5% 4.8%
2008 -50.9% -13.0% 3.5% -25.2% -27.1%
2007 14.1% 2.7% 10.6% 2.4% -1.8%
2006 16.1% 7.1% -1.0% 0.6% 8.8%
2005 2.4% -2.3% -0.6% 4.5% 1.0%
2004 3.4% -1.8% 0.4% -2.7% 7.9%
2003 33.1% -2.0% 13.9% 3.7% 15.0%
2002 -10.3% 1.8% -6.8% -15.6% 12.0%
2001 -3.7% -7.2% 0.9% -10.4% 14.8%
2000 -7.1% -5.1% -3.4% 0.5% 0.8%
1999 17.7% 5.4% 6.0% -4.9% 10.9%
1998 25.3% 16.2% 3.6% -14.3% 21.5%
1997 18.8% -1.0% 16.7% 8.0% -4.9%
1996 24.2% 5.8% 0.9% 5.5% 10.3%
1995 22.5% 6.5% 5.7% 4.9% 3.7%
1994 -2.1% -8.7% 2.2% 9.6% -4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date29/12/1993
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN DE0008479437

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment25

Charges

  • Annual management1.65%
  • Initial investment5

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