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

Alpora Innovation Europa Fonds

Ranked 4 out of 306 in - Europe over 12 months
All calculations are in CHF unless stated

Objective

The investment objective of this investment fund is to achieve value growth by investing in equities of innovative European companies (including Switzerland) or those that have the majority of their economic activities in Europe. For title selection, companies qualify for a proven innovative power. Among other things, the following evaluation criteria are used in title selection: expenditure on research and development, research co-operation, patent applications and innovation process management within the company.

Showing fund performance in Switzerland View performance globally

Performance

Europe over : 31/08/2017 - 31/08/2018
  • Rank 4/306 Total Return
  • Rank 219/306 Standard Deviation
  • Rank 3/306 Max Drawdown
Fund Name Currency Return
2 Fidelity Inst Pan-European Acc CHF

34.9%

3 Comgest Growth Europe Opps EUR Acc CHF

23.4%

4 Alpora Innovation Europa Fonds CHF

21.7%

5 Comgest Growth Europe ex Switzerland CHF I Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

19.6%

6 Jupiter JGF European Growth L EUR Acc CHF

18.2%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% 6.0%
2017 41.6% 11.3% 5.2% 8.9% 11.0%
2016 -1.7% -6.9% 1.9% 9.0% -5.0%
2015 15.7% -0.8% 5.9% 3.7% 6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Switzerland

Fund Info

  • Launch date02/10/2014
  • Share Class size68Mn
  • Base currencyEUR
  • ISIN CH0248877885

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.15%
  • Initial investment0.00%

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