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4Q-VALUE FONDS

Ranked 2615 out of 2851 in - Global Equities over 12 months
All calculations are in USD

Managed by

Peter Dreide

Peter Dreide founded TBF Global Asset Management in 1999 and manages funds in various sectors. Prior to this he held sales positions within various companies including McLean McCarthy and Morgan Grenfell.

Objective

The fund's goal is to achieve maximum capital appreciation. To achieve this the fund invests at least 51% in securities. The investment strategy is value oriented (value- principle) and fund invests mainly in the equities. In the absence of a positive expectation, the respective percentage of shares are invested in money market instruments, bank deposits or bonds.

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

Performance

Global Equities over : 31/05/2014 - 31/05/2015
  • Rank 2615/2851 Total Return
  • Rank 2740/2851 Standard Deviation
  • Rank 2619/2851 Max Drawdown
Fund Name Return
2615 4Q-VALUE FONDS

-10.1%

2615 Beagle Flagship Fund

-10.1%

2617 Mercer Passive Global Equity M-5 Euro Hedged

Currency exposure is hedged

Currency exposure is hedged

-10.1%

2617 March International The Fmly Businesses I EUR C

-10.1%

Fund Name Loss
2617 Invesco Intactive Maximum Growth Portfolio Srs A

-16.0%

2617 CEAMS Quality Global Equity Fund B

-16.0%

2619 WM AKTIEN GLOBAL UI-FONDS B

Currency exposure is hedged

Currency exposure is hedged

-16.0%

2619 4Q-VALUE FONDS

-16.0%

2621 EDM Cartera, FI

-16.0%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 -3.2%
2014 -4.2% 6.4% 0.3% -7.2% -3.2%
2013 23.5% 8.6% -2.2% 8.3% 7.4%
2012 8.7% 14.7% -12.1% 4.8% 2.9%
2011 -10.6% 11.1% 1.9% -26.3% 7.2%
2010 19.8% 3.7% -14.7% 19.9% 12.9%
2009 33.2% -17.5% 24.9% 22.1% 6.0%
2008 -46.8% -11.6% -11.6% -13.0% -21.8%
2007 12.3% 3.2% 9.8% 0.9% -1.9%
2006 26.3% 9.2% 1.5% 4.7% 8.9%
2005 6.9% 2.1% -1.3% 4.9% 1.2%
2004 26.6% 5.3% 1.5% 2.4% 15.8%
2003 57.5% -6.2% 28.9% 8.7% 19.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Switzerland

Fund Info

  • Launch date03/02/1997
  • Share Class size23Mn
  • Base currencyEUR
  • ISIN DE0009781633

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management0.6%
  • Initial investment4.75

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