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

HSBC Rendite Substanz AC

Ranked 9 out of 25 in - Volatility Trading over 12 months
All calculations are in EUR unless stated

Managed by

Jörg Zimmermann

Objective

The fund aims an adequate and continuous increase in value. Therefore, the fund invests its assets mainly (at least 51%) in discount certificates which have as underlying equities or indexes from the Eurozone. Derivatives can be only for hedging purposes.

Showing fund performance in Latvia View performance globally

Performance

Volatility Trading over : 31/05/2017 - 31/05/2018
  • Rank 9/25 Total Return
  • Rank 1/25 Standard Deviation
  • Rank 1/25 Max Drawdown
Fund Name Currency Return
7 Lupus alpha Volatility Invest A EUR

0.4%

8 Berenberg DyMACS Volatility Premium AK R EUR

0.3%

9 HSBC Rendite Substanz AC EUR

0.2%

10 PARAGON UI AK I EUR

-0.3%

11 Amundi Dynarbitrage Volatilite - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.7%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.0%
2017 1.3% 1.3% 0.0% 0.2% -0.1%
2016 2.3% -0.5% 0.5% 1.4% 0.8%
2015 1.3% 1.2% 0.0% -1.7% 1.9%
2014 0.1% 0.1% 0.6% -0.1% -0.6%
2013 2.0% 0.2% 0.2% 0.9% 0.6%
2012 4.7% 2.2% 0.3% 1.3% 0.8%
2011 0.2% 0.7% 0.7% -5.4% 4.5%
2010 2.9% 1.1% -1.7% 2.6% 1.0%
2009 5.7% -0.9% 3.8% 1.6% 1.2%
2008 -5.2% -0.6% 0.5% -0.1% -5.0%
2007 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date02/07/2007
  • Share Class size10Mn
  • Base currencyEUR
  • ISIN DE000A0MMTQ4

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0.6

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