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Raiffeisen-US-Aktien R A

Ranked 62 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Mark Breedon

Mark Breedon is the Head of Global Equities for Investec Asset Management as well as being a Financials sector specialist. He has managed global equity portfolios for the last 12 years. He joined Investec Asset Management from Alliance Capital Management. There he managed amongst other portfolios, the $500m Worldwide Privatisation Fund, NYSE listed Southern Africa Fund, Spain Fund and Austria Fund after being headhunted from First Chicago (which later became Brinson Partners) in 1986. Mark managed developed market equity accounts for Brinson Partners after an initial three year spell in research at Vickers da Costa. Mark graduated with an Honours degree in Economics.

Objective

As an investment objective, the equity fund aims to achieve long-term capital growth while accepting higher risks. It invests at least 51% of the fund's assets in equities and equity equivalent securities issued by companies that have their registered office or activity in North America. In addition, it may also invest in other securities, i.a. bonds, money market instruments issued by governments, supranational issuers and / or companies, in units of investment funds, and in sight and callable deposits.

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

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 62/877 Total Return
  • Rank 791/877 Standard Deviation
  • Rank 608/877 Max Drawdown
Fund Name Currency Risk
789 Worldvest US Equities II A Cap USD

8.9

789 Fourpoints America RH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

8.9

791 UBI SICAV - USA Equity I USD

8.9

791 Raiffeisen-US-Aktien R A USD

8.9

793 Cambridge American Equity Fd A units USD

8.9

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.0% 4.5% 3.9%
2016 18.6% 1.6% -0.3% 4.2% 12.3%
2015 -3.5% 1.6% -0.8% -10.5% 7.0%
2014 10.7% 1.9% 4.1% -1.1% 5.6%
2013 29.4% 14.2% 0.3% 3.4% 9.2%
2012 14.2% 13.0% -2.1% 7.1% -3.6%
2011 -2.5% 4.6% -0.9% -14.6% 10.2%
2010 12.6% 5.1% -13.1% 9.4% 12.7%
2009 31.1% -4.2% 13.5% 14.7% 5.2%
2008 -41.1% -12.0% -3.0% -16.8% -17.1%
2007 -3.5% -1.6% 6.4% 1.6% -9.3%
2006 10.4% 4.0% -0.7% 1.4% 5.3%
2005 2.4% -4.0% 1.6% 1.8% 3.2%
2004 7.8% 2.6% -0.9% -2.3% 8.6%
2003 36.4% 1.3% 15.7% 4.1% 11.8%
2002 -24.9% -0.7% -16.8% -18.0% 10.8%
2001 -2.6% -8.7% 9.4% -9.7% 8.0%
2000 1.8% 5.2% 0.6% 0.4% -4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Czech Republic
  3. Poland
  4. Slovenia

Fund Info

  • Launch date15/11/1999
  • Share Class size180Mn
  • Base currencyEUR
  • ISIN AT0000764741

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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