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FPM Funds Ladon - European Value

Ranked 59 out of 72 in - Germany over 12 months
All calculations are in EUR

Managed by

Raik Hoffmann

Raik Hoffmann holds a Master’s degree in Economics from the University of Leipzig. He joined DWS Investments in 1998 and was a portfolio manager for German and European small and midcap funds. Raik is now an analyst and senior fund manager at FPM AG, where he has worked since 2013. He is a Chartered Financial Analyst.

Martin Wirth

Martin Wirth is one of the founding partners of FPM Frankfurt Performance Management AG which was formed in 2000. He is currently on the board of directors and is involved in fund management and stock analysis. Before this he worked in various positions including German stock analyst at Credit Suisse, Bank Julius Baer (Germany) and Sal. Oppenheim jr. and Cie. He later rejoined Credit Suisse as acting leader in asset management. Martin has over 24 years of experience in German stocks.

Objective

The fund invests predominantly in European equities. In addition, the fund may invest up to 49% in share certificates, convertible bonds, convertible debentures and warrant-linked bonds and warrants for securities, and fixed- and floating-rate securities and equities of international issuers.

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

Performance

Germany over : 31/05/2014 - 31/05/2015

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 19.7%
2014 -3.0% 2.0% 2.0% -6.7% 0.0%
2013 23.8% 3.0% 1.0% 8.7% 9.6%
2012 25.9% 16.3% -7.5% 11.0% 5.4%
2011 -8.7% 2.6% 4.7% -19.4% 5.4%
2010 10.9% 6.8% -5.9% 3.2% 6.8%
2009 29.1% -9.0% 16.5% 19.0% 2.3%
2008 -38.3% -16.6% -8.9% -7.3% -12.5%
2007 9.8% 2.8% 5.6% -1.3% 2.6%
2006 17.9% 7.7% -3.5% 5.2% 7.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Luxembourg

Fund Info

  • Launch date07/11/2005
  • Share Class size05Mn
  • Base currencyEUR
  • ISIN LU0232955988

Purchase Info

  • Min. initial investment1
  • Min. additional investment0

Charges

  • Annual management1.3%
  • Initial investment4

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