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UniMid&SmallCaps: Europa

Ranked 84 out of 202 in - European Small & Medium Companies over 12 months
All calculations are in EUR

Managed by

Jürgen Hackenberg

Jürgen Hackenberg was born in Gernsbach in the Black Forest in 1965. He graduated from Karlsruhe University where he studied business and industrial engineering and is a certified bank clerk. Jürgen started his career with Deutsche Bank in 1993 where he worked as a equity research analyst. In 1999 he joined ABN Amro Bank Deutschland where he was the head of research before re-joining Deutsche Bank in 2001 as an equity research analyst. Jürgen joined UBS Deutschland in 2004 and in 2006 he joined Union Investment where he is currently a senior portfolio manager in equities. He has been managing funds for over 16 years. Outside of fund management he enjoys golf, tennis and soccer.

Objective

The fund invests in European second-line stocks whereas small- and mid-sized companies are preferred. The fund is actively managed using Stock-Picking and Timing and in consideration of the asset allocation.

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

Performance

European Small & Medium Companies over : 31/07/2014 - 31/07/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 18.7% 0.5%
2014 4.5% 5.5% -1.7% -2.7% 3.6%
2013 27.8% 6.0% -0.7% 10.9% 9.5%
2012 23.7% 15.6% -5.8% 9.0% 4.2%
2011 -19.0% -0.9% -1.2% -22.2% 6.3%
2010 33.3% 10.3% -5.4% 12.1% 13.9%
2009 46.4% -5.6% 22.1% 23.1% 3.2%
2008 -53.7% -15.1% -2.5% -22.3% -27.9%
2007 -6.8% 6.6% 5.9% -8.9% -9.4%
2006 33.5% 16.8% -5.5% 4.7% 15.6%
2005 36.7% 7.2% 8.3% 13.8% 3.5%
2004 20.8% 8.5% 1.5% -0.2% 9.9%
2003 16.8% 8.2% 9.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Italy
  4. Liechtenstein
  5. Luxembourg
  6. Spain

Fund Info

  • Launch date15/09/1998
  • Share Class size271Mn
  • Base currencyEUR
  • ISIN LU0090772608

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment4

Related News

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He's number one in the European equity category of our Euro Stars list of the top cross-border managers. So how is small and mid-cap specialist Jürgen Hackenberg playing the recovery in his native Germany?

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