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Frankfurter Stiftungsfonds R

Ranked 121 out of 176 in - Long/Short Equity over 3 months
All calculations are in EUR unless stated

Managed by

Ulf Becker

Frank Fischer

Frank Fischer was born in Frankfurt, Germany in 1964. He studied business administration at the University of Frankfurt, and he is currently a board member and CIO at Shareholder Value Management AG where he has worked since 2005. Before joining Shareholder Value, he worked at Standard & Poor’s Fund Services GmbH as the managing director. Prior to that, he was also a managing director at MICROPAL Deutschland GmbH. He applies a value-oriented approach to pick long-term winners. Outside of fund management, he likes skiing, music and going to the theatre.

Cedric Schwalm

Objective

The fund aims to achieve a positive investment result of more than 3% p. a. over the 3 month Euribor. A guarantee or a binding assurance that the intended investment objective is achieved in full or in part can not be assumed. Rather, the net asset value can fall as well as rise. The fund pursues an absolute return strategy, which is designed to invest in many different asset classes, with a focus on capital investments.

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Performance

Long/Short Equity over : 30/06/2018 - 30/09/2018
  • Rank 121/176 Total Return
  • Rank 85/176 Standard Deviation
  • Rank 125/176 Max Drawdown
Fund Name Currency Return
119 Jupiter JGF Europa L EUR B Acc EUR

-1.1%

120 BNY Mellon Absolute Return Equity R EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

121 Frankfurter Stiftungsfonds R EUR

-1.2%

122 Exane Funds 2 - Exane Zephyr Fund A acc EUR

-1.3%

123 Threadneedle UK Absolute Alpha Ret Net Acc EUR EUR

-1.3%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.0% 0.7% -1.2%
2017 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date01/09/2017
  • Share Class size61Mn
  • Base currencyEUR
  • ISIN DE000A2DTMN6

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).