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LINGOHR-AMERIKA-SYSTEMATIC-LBB-INVEST

Ranked 372 out of 866 in - US over 12 months
All calculations are in USD unless stated

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 : 30/09/2016 - 30/09/2017
  • Rank 372/866 Total Return
  • Rank 850/866 Standard Deviation
  • Rank 789/866 Max Drawdown
Fund Name Currency Loss
788 IA Clarington Sarbit Activist Opport Cl Sr A USD

-4.2%

789 Iridian U.S. Equity I USD Acc USD

-4.2%

789 LINGOHR-AMERIKA-SYSTEMATIC-LBB-INVEST USD

-4.2%

791 BT Wholesale American Share

Currency exposure is hedged

Currency exposure is hedged

AUD

-4.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% 0.1% 4.8%
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 3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date29/12/1993
  • Share Class size03Mn
  • 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).