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4Q-VALUE FONDS

Ranked 2571 out of 2832 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 : 30/06/2014 - 30/06/2015
  • Rank 2571/2832 Total Return
  • Rank 2728/2832 Standard Deviation
  • Rank 2605/2832 Max Drawdown
Fund Name Loss
2605 4Q-VALUE FONDS

-16.0%

2605 WM AKTIEN GLOBAL UI-FONDS B

Currency exposure is hedged

Currency exposure is hedged

-16.0%

2607 EDM Cartera, FI

-16.0%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 -3.2% 1.2%
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 investment1
  • 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).