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ATHENA UI I

Ranked 21 out of 25 in - Volatility Trading over 12 months
All calculations are in EUR unless stated

Objective

The fund aims to achieve the highest possible capital growth. The fund invests in different asset classes. In priority there are used complex option strategies with S & P 500 options or options on other equity indices to achieve a possible positive performance in any market environment. The fund may enter into derivative transactions to hedge asset positions or to achieve higher capital gains.

Showing fund performance in Latvia View performance globally

Performance

Volatility Trading over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -1.6% -0.9% -0.2%
2016 -1.2% 0.8% -0.3% -0.8% -0.9%
2015 -0.1% 1.1% -0.9% 0.5% -0.8%
2014 2.7% -0.5% -0.1% -0.1% 3.4%
2013 -1.5% -1.4% 2.0% -0.3% -1.7%
2012 2.1% -1.6% 2.6% -0.9% 2.1%
2011 3.9% -0.2% 1.9% 0.9% 1.2%
2010 -2.2% -1.0% -2.1% 1.5% -0.5%
2009 0.2% 1.5% 0.2% -0.5% -1.1%
2008 2.4% 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date23/06/2008
  • Share Class size15Mn
  • Base currencyEUR
  • ISIN DE000A0Q2SF3

Purchase Info

  • Min. initial investment1
  • 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).