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WARBURG - DEFENSIV - FONDS R

Ranked 6 out of 26 in - Volatility Trading over 12 months
All calculations are in EUR unless stated

Managed by

Dr. Björn Borchers

Dr. Björn Borchers joined Warburg Invest KAG mbH, based in Hamburg, in 2014 as a senior portfolio manager. He previously worked for Provinzial NordWest AM and Société Générale. Björn studied business administration in Göttingen and holds a doctoral degree from the TU Chemnitz. His focus is on the management of multi asset funds and derivative based strategies.

Objective

Mixed Asset fund, invests mainly in equities from the EuroZone. Fund has a flexible bond quote and can use derivatives to manage the cash exposure.

Showing fund performance in Latvia View performance globally

Performance

Volatility Trading over : 31/08/2017 - 31/08/2018
  • Rank 6/26 Total Return
  • Rank 8/26 Standard Deviation
  • Rank 2/26 Max Drawdown
Fund Name Currency Loss
1 HSBC Rendite Substanz AC EUR

-0.3%

2 WARBURG - DEFENSIV - FONDS R EUR

-0.7%

2 QCP Funds - Riskprotect EUR

-0.7%

4 Berenberg DyMACS Volatility Premium AK R EUR

-0.8%

5 Amundi Dynarbitrage Volatilite - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% 1.2%
2017 5.3% 1.8% 1.4% 1.5% 0.6%
2016 5.3% -2.6% 0.8% 4.4% 2.7%
2015 2.8% 4.9% -2.1% -4.2% 4.6%
2014 5.4% 2.1% 3.1% -0.6% 0.7%
2013 8.2% -0.7% 0.9% 4.7% 3.1%
2012 4.5% 3.1% -2.4% 3.1% 0.7%
2011 -15.1% 0.8% -3.0% -16.6% 4.2%
2010 -14.8% -3.6% -15.8% 4.7% 0.3%
2009 4.9% -12.9% 3.9% 17.2% -1.2%
2008 -32.1% -11.3% -5.7% -6.4% -13.2%
2007 7.4% 3.1% 6.8% -2.1% -0.4%
2006 10.4% 6.7% -6.0% 4.8% 5.1%
2005 17.9% 2.6% 5.8% 6.8% 1.7%
2004 4.8% 1.3% 1.4% -2.8% 4.9%
2003 10.2% -8.1% 12.5% -1.0% 7.6%
2002 -34.5% -0.4% -17.0% -22.2% 1.8%
2001 -18.5% -9.2% -1.3% -20.4% 14.2%
2000 62.3% 76.8% -0.5% 2.9% -10.3%
1999 36.1% -1.6% 1.4% -7.4% 47.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date02/05/1997
  • Share Class size10Mn
  • Base currencyEUR
  • ISIN DE0009765396

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.00%
  • Initial investment6.00%

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