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COVAMOS Global Stock Fund K K3

Ranked 47 out of 120 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Kurt Fehr

Objective

The investment objective is to generate high and consistent return through risk diversification and compared to the benchmark MSCI World in CHF. The investment universe covers all equities or equity-type instruments that are traded worldwide on a stock exchange or other regulated market open to the public whose listed prices have fallen in the past by at least 50% from their absolute peaks (known as fallen angels). At the time of purchase, the securities may already have recouped some of their losses and may continue to be held once they have risen to new peaks.

Showing fund performance in Liechtenstein View performance globally

Performance

Global over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.3%
2017 13.2% 6.1% -2.7% 6.2% 3.2%
2016 17.9% -6.3% 3.4% 9.2% 11.4%
2015 11.1% 18.4% -2.9% -10.6% 8.2%
2014 12.7% 4.1% 2.1% 1.0% 5.0%
2013 32.5% 10.1% 2.2% 11.7% 5.5%
2012 27.1% 18.2% -8.6% 10.0% 6.9%
2011 -23.6% -0.4% -4.7% -21.0% 1.9%
2010 26.9% 13.8% -5.6% 4.2% 13.3%
2009 42.2% -6.2% 21.3% 23.7% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Liechtenstein
  2. Switzerland

Fund Info

  • Launch date28/11/2008
  • Share Class size10Mn
  • Base currencyCHF
  • ISIN LI0047792119

Purchase Info

  • Min. initial investment10,000
  • 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).