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Universal-Shareconcept BC I

Ranked 147 out of 204 in - European Small & Medium Companies over 36 months
All calculations are in USD unless stated

Managed by

Kurt Hardt

Objective

The Fund adviser pursues an active investment style and operates selective stock-picking in the European segment. Investments in small and mid-caps shall be favoured and blue chips may be added to the portfolio. The regional focus is on the German-speaking region but this can also be extended. The Fund shall mainly be exposed to undervalued stocks with fundamentals and dividend yields as well as valued growth equities.

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

Performance

European Small & Medium Companies over : 31/03/2015 - 31/03/2018
  • Rank 147/204 Total Return
  • Rank 27/204 Standard Deviation
  • Rank 177/204 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.3%
2017 40.1% 9.4% 13.6% 11.8% 0.9%
2016 1.2% -1.3% -0.2% 6.2% -3.3%
2015 -6.8% -0.3% -2.1% -2.8% -1.7%
2014 -11.0% 5.1% 3.3% -13.2% -5.6%
2013 19.5% 2.7% -1.0% 13.1% 3.9%
2012 20.9% 13.8% -5.2% 7.7% 4.1%
2011 -12.5% 5.5% 5.9% -21.0% -0.9%
2010 12.9% -0.3% -10.0% 14.6% 9.9%
2009 23.2% -15.3% 27.1% 15.7% -1.1%
2008 -35.4% -3.5% 7.2% -25.8% -15.9%
2007 29.0% 11.6% 8.2% 2.1% 4.6%
2006 31.9% 18.4% 0.9% 0.1% 10.4%
2005 11.1% 1.9% -0.7% 11.1% -1.3%
2004 2.8% 13.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date03/12/2001
  • Share Class size66Mn
  • Base currencyEUR
  • ISIN DE000A0BLTJ4

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Initial investment3

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