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CATAM Global Equity Fund

Ranked 105 out of 120 in - Global over 12 months
All calculations are in EUR unless stated

Objective

The investment objective of the fund is to achieve long-term capital growth by mainly investing in equities of companies worldwide.

Showing fund performance in Liechtenstein View performance globally

Performance

Global over : 31/05/2017 - 31/05/2018
  • Rank 105/120 Total Return
  • Rank 116/120 Standard Deviation
  • Rank 107/120 Max Drawdown
Fund Name Currency Return
103 Active Global Equity + EUR EUR

-2.6%

104 Oniris Global Fund EUR

-2.6%

105 CATAM Global Equity Fund EUR

-2.7%

106 Pawl Equity Fund A (EUR) EUR

-3.0%

107 Victoria Value Fund EUR

-3.7%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2%
2017 3.1% 8.8% -0.2% -0.7% -4.4%
2016 3.7% -3.8% -3.3% 7.1% 4.1%
2015 16.4% 20.1% 0.1% -10.9% 8.7%
2014 15.4% 8.3% 0.9% -1.4% 7.1%
2013 24.8% 9.9% -0.2% 8.0% 5.4%
2012 15.7% 15.3% -9.0% 5.0% 5.1%
2011 -12.9% 0.4% -1.9% -18.4% 8.4%
2010 27.6% 9.0% -0.8% -1.4% 19.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Liechtenstein

Fund Info

  • Launch date12/11/2009
  • Share Class size02Mn
  • Base currencyCHF
  • ISIN LI0029561029

Purchase Info

  • Min. initial investment10
  • Min. regular additional investment0

Charges

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