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Alteritas Strategie Fund CHF

Ranked 102 out of 115 in - Global over 12 months
All calculations are in EUR unless stated

Objective

To achieve the investment objective, the assets may vary the assessment of the economic situation and the market prospects worldwide directly or indirectly in equities and participation rights in fixed or variable-interest debt securities and rights by private, semi-commercial and public borrowers in deposits and / or in Money market instruments are applied.

Showing fund performance in Liechtenstein View performance globally

Performance

Global over : 31/12/2016 - 31/12/2017
  • Rank 102/115 Total Return
  • Rank 28/115 Standard Deviation
  • Rank 79/115 Max Drawdown
Fund Name Currency Return
101 FM Global Trend EUR

-0.2%

102 Alteritas Strategie Fund CHF EUR

-0.2%

103 EFW Efficiency Fund USD-R EUR

-0.5%

104 Overstone Opportunity Multi A EUR

-1.0%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 -0.2% 2.5% 0.5% -3.9% 0.8%
2016 1.3% -3.5% 2.2% 1.6% 1.1%
2015 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Liechtenstein

Fund Info

  • Launch date07/09/2015
  • Share Class size14Mn
  • Base currencyCHF
  • ISIN LI0274111041

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment3

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