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Avaron Emerging Europe Fund A

Ranked 21 out of 36 in - Emerging Markets Europe over 12 months
All calculations are in CHF unless stated

Managed by

Valdur Jaht

Based in Tallinn, Valdur Jaht started working at Avaron Asset Management in 2007 as a partner and investment manager. Jaht co-manages two funds, the Avaron Emerging Europe and Avaron Eastern Europe Fixed Income funds. His investment strategy is fundamental and value focused. Prior to joining the company he worked at Trigon Capital as an analyst and portfolio manager. He studied business administration at the University of Tartu and he enjoys skiing when not at work.

Kristel Kivinurm

Kristel Kivinurm-Priisalm started her financial career in 1997 at Trigon Capital. Since 2007 she has been working at Avaron Asset Management AS as a managing partner and investment manager. Kivinurm-Priisalm co-manages two funds, the Avaron Emerging Europe and Avaron Eastern Europe Fixed Income funds using a value, fundamental bottom up style. She is based in Tallinn and studied international business at Concordia International University (now Tallinn Technical University) in Estonia. Outside of work she likes Ashtanga yoga.

Peter Priisalm

Peter Priisalm has over 16 years of experience in investment management, corporate finance and strategic management. He has been working at Avaron Asset Management AS since 2007 as an investment manager. Priisalm runs two funds, the Avaron Emerging Europe and Avaron Eastern Europe Fixed Income funds using a value, fundamental bottom up style. He is based in Tallinn and studied international business at Concordia International University Estonia. Outside of work he enjoys Ashtanga yoga and skiing.

Objective

The objective of the Fund’s activities is long term capital growth from investing primarily in equity instruments of Emerging Europe companies. The Management Company shall invest at least 60% of the Fund’s assets into equity instruments of Emerging Europe companies. The investment region encompasses the following countries: Hungary, Poland, the Czech Republic, Estonia, Latvia, Lithuania, Slovakia, Slovenia, Croatia, Romania, Bulgaria, Macedonia, Albania, Bosnia and Herzegovina, Serbia, Montenegro, and Turkey.

Showing fund performance in Switzerland View performance globally

Performance

Emerging Markets Europe over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.7% 7.8%
2016 -1.5% 2.3% -5.0% 3.7% -2.3%
2015 -5.5% -6.1% -1.8% 0.0% 2.6%
2014 5.2% 1.4% 7.7% -1.6% -2.0%
2013 17.9% 6.2% 1.9% 7.3% 1.5%
2012 17.9% 13.6% -4.0% 6.6% 1.5%
2011 -20.4% 10.4% -9.0% -20.0% -1.0%
2010 -0.3% 6.7% -15.4% 14.7% -3.7%
2009 40.0% -0.5% 16.5% 26.6% -4.6%
2008 -68.0% -18.4% -6.3% -25.0% -44.3%
2007 -8.8% -9.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Estonia
  2. Finland
  3. France
  4. Germany
  5. Latvia
  6. Sweden
  7. Switzerland

Fund Info

  • Launch date23/04/2007
  • Share Class size70Mn
  • Base currencyEUR
  • ISIN EE3600090049

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

  • Annual management1.75%
  • Initial investment2

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