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CATAM Global Equity Fund

Ranked 107 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 : 30/09/2017 - 30/09/2018
  • Rank 107/120 Total Return
  • Rank 118/120 Standard Deviation
  • Rank 97/120 Max Drawdown
Fund Name Currency Risk
116 ONELIFE FUND USD EUR

13.7

117 Victoria Value Fund EUR

13.8

118 CATAM Global Equity Fund EUR

14.0

119 Classic Global Equity Fund EUR

15.8

120 Aristotele Private Equity in liq EUR

41.1

Fund Name Currency Loss
95 MCVM Global Brands Fonds R H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.3%

96 Global Value Quant Selection Fund A EUR

-7.5%

97 CATAM Global Equity Fund EUR

-7.5%

98 Epikur Fund - Flux EUR

-7.8%

99 MinMax Global Equity Fund CHF EUR

-7.8%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.2% 3.3% 0.8%
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).