Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

JSS Thematic Equity - Global Real Return P EUR acc

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

Objective

The fund invests globally in equities from markets and sectors which promise the best overall returns from a long-term viewpoint. It concentrates on liquid shares of companies with a market capitalization of more than EUR 1bn. Its investment strategy is based on four to six long-term, global trends. By using special instruments and investment techniques, the manager attempts to reduce the fund's vulnerability to share price fluctuations on stock markets and thereby minimise the risk of capital losses.

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 -1.9%
2017 11.9% 4.9% 1.7% 2.2% 2.7%
2016 1.3% -3.7% 2.0% 2.4% 0.6%
2015 1.0% 6.2% -2.8% -7.6% 5.9%
2014 4.2% 0.8% 2.0% 2.1% -0.7%
2013 8.1% 6.2% 0.5% -1.7% 2.9%
2012 6.1% 4.9% 0.7% 1.5% -1.1%
2011 -7.0% -3.5% -3.1% -0.2% -0.5%
2010 11.0% 4.9% -2.8% 1.5% 7.2%
2009 10.8% -5.4% 6.8% 6.2% 3.2%
2008 -26.6% -6.3% 3.1% -8.5% -17.0%
2007 8.7% -0.9% 6.0% -0.1% 3.5%
2006 9.9% 4.2% -3.5% 4.2% 4.9%
2005 6.0% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. France
  5. Germany
  6. Gibraltar
  7. Ireland
  8. Italy
  9. Liechtenstein
  10. Luxembourg
  11. Netherlands
  12. Spain
  13. Sweden
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date02/04/2007
  • Share Class size111Mn
  • Base currencyEUR
  • ISIN LU0215909168

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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