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Lupus alpha Volatility Invest A

Ranked 7 out of 25 in - Volatility Trading over 12 months
All calculations are in EUR unless stated

Managed by

Mark Ritter

Objective

The investment objective of the Fund is to achieve absolute positive returns irrespective of developments in the financial markets. The assets permitted under the KAGB and the investment conditions may be purchased for the fund. These are mainly securities of the European Economic Area.

Showing fund performance in Latvia View performance globally

Performance

Volatility Trading over : 31/05/2017 - 31/05/2018
  • Rank 7/25 Total Return
  • Rank 10/25 Standard Deviation
  • Rank 11/25 Max Drawdown
Fund Name Currency Risk
8 PARAGON UI AK I EUR

1.6

9 WARBURG - DEFENSIV - FONDS R EUR

1.8

10 Lupus alpha Volatility Invest A EUR

2.2

11 OptoFlex P EUR

2.3

12 ATHENA UI I EUR

2.6

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9%
2017 4.1% 1.4% 0.7% 1.2% 0.9%
2016 3.0% -1.2% 0.8% 1.6% 1.9%
2015 1.5% 1.9% -1.6% -3.4% 4.7%
2014 0.9% 0.7% 1.3% 0.4% -1.5%
2013 0.1% -0.7% -1.1% 0.6% 1.3%
2012 5.0% 3.3% 1.5% 0.2% -0.1%
2011 -2.9% -0.3% -0.2% -5.6% 3.4%
2010 2.7% 0.1% 0.8% 1.0% 0.8%
2009 4.6% 1.7% 1.9% 0.1% 0.8%
2008 5.6% 1.9% -0.2% 3.3% 0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date15/10/2007
  • Share Class size59Mn
  • Base currencyEUR
  • ISIN DE000A0HHGG2

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0.75

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