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WARBURG - DEFENSIV - FONDS R

Ranked 4 out of 25 in - Volatility Trading over 12 months
All calculations are in EUR unless stated

Managed by

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 : 31/10/2016 - 31/10/2017
  • Rank 4/25 Total Return
  • Rank 13/25 Standard Deviation
  • Rank 1/25 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.8% 1.4% 1.5%
2016 5.4% -2.6% 0.8% 4.5% 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%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date02/05/1997
  • Share Class size05Mn
  • Base currencyEUR
  • ISIN DE0009765396

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.00%
  • Initial investment6

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