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Metzler Aktien Deutschland AR

Ranked 27 out of 73 in - Germany over 12 months
All calculations are in EUR

Managed by

Stefan Dudacy

Stefan Dudacy graduated with a degree in Economics from the University of Technology in Dresden. He joined Metzler in 2006 where he started as a junior portfolio manager and now manages the Metzler Aktien Deutschland Fund and European small-cap portfolios.

Objective

Fund management invests in German shares and places the emphasis on the banking sector and the consumer area. Securities in the telecommunications sector show below average representation.

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

Performance

Germany over : 31/07/2014 - 31/07/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 20.5% -7.8%
2014 2.5% 0.2% 2.0% -4.2% 4.7%
2013 27.0% 5.6% 3.7% 7.2% 8.1%
2012 26.9% 18.4% -6.7% 10.4% 4.1%
2011 -14.8% 1.5% 4.2% -25.1% 7.8%
2010 17.0% 3.5% -3.5% 5.0% 11.6%
2009 25.8% -15.3% 18.9% 20.3% 3.8%
2008 -37.2% -18.0% -1.4% -10.3% -13.4%
2007 20.2% 5.2% 13.1% -1.6% 2.7%
2006 20.9% 10.9% -5.3% 5.9% 8.6%
2005 26.0% 2.9% 6.0% 9.3% 5.7%
2004 2.3% -2.4% 2.8% -4.8% 7.1%
2003 36.9% -14.0% 31.4% 1.5% 19.5%
2002 -44.5% 3.2% -18.3% -36.7% 3.9%
2001 -25.5% -14.2% 1.1% -27.2% 18.1%
2000 -7.9% 10.2% -7.7% 1.3% -10.7%
1999 31.1% -4.1% 11.0% -6.9% 32.3%
1998 18.4% 20.2% 14.2% -22.7% 11.6%
1997 47.3% 20.0% 11.8% 9.4% 0.4%
1996 27.9% 9.5% 4.5% 2.2% 9.4%
1995 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Germany

Fund Info

  • Launch date02/01/1992
  • Share Class size142Mn
  • Base currencyEUR
  • ISIN DE0009752238

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Initial investment5

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