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Perinvest (Lux) - Harbour US Equity A USD

Ranked 91 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Chip Paquelet

Prior to founding Skylands Capital in 2004, Chip was a principal at Strong Capital Management, Inc. which he joined in 1989. During his tenure at Strong, he served as portfolio manager of two private investment partnerships, an offshore hedge fund, four mutual funds and numerous separate accounts. Prior to joining Strong, Chip worked as a financial analyst for B.F. Goodrich & Company. Chip earned his Bachelor of Science degree from Case Western Reserve University's Weatherhead School of Business in 1987. He then entered Indiana University's Master of Business Administration program which he completed in 1989 with a specialisation in finance. Chip earned the right to use the Chartered Financial Analyst designation.

Objective

The objective of the fund is to generate the highest level of return, assuming above average risk levels during the periods of favorable market conditions. During periods of uncertain market conditions, it seeks to preserve capital. The investment policy of the Sub-Fund is to invest principally (i.e. min. 50% of the Sub-Funds net assets) in a diversified portfolio of equity and equity related securities, including warrants, issued by US companies.

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

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.1% 1.5% 7.0%
2016 15.6% -3.5% 1.7% 11.4% 5.8%
2015 -10.3% 0.7% -3.8% -12.5% 5.7%
2014 13.7% 2.4% 5.9% -1.8% 6.7%
2013 22.8% 7.4% 3.2% 5.3% 5.2%
2012 14.7% 12.6% -4.9% 4.7% 2.4%
2011 -5.0% 3.9% 0.5% -17.1% 9.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Luxembourg

Fund Info

  • Launch date30/11/2010
  • Share Class size20Mn
  • Base currencyUSD
  • ISIN LU0564489937

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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