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DB Platinum IV CROCI Euro R1C

Ranked 5 out of 78 in - Eurozone over 12 months
All calculations are in CHF unless stated

Objective

The aim of the Fund is to invest in a portfolio of shares issued by large companies in the Eurozone, selected using the CROCI Euro Strategy. The Strategy selects shares on the basis of an economic valuation using the Deutsche Bank CROCI methodology. The selection universe contains the 100 largest companies by market capitalisation in the Eurozone, excluding companies from the financial and real estate sectors. The Strategy selects the thirty companies with the lowest positive CROCI economic price-earnings ratio from the selection universe

Showing fund performance in Switzerland View performance globally

Performance

Eurozone over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% 1.9%
2017 29.9% 7.6% 5.4% 9.5% 4.6%
2016 7.9% -3.6% 1.6% 7.2% 2.7%
2015 1.9% 1.8% -4.8% -4.9% 10.6%
2014 6.3% 3.1% 4.1% -1.9% 1.0%
2013 23.6% 6.7% 2.1% 7.8% 5.3%
2012 16.2% 7.8% -3.2% 6.1% 4.9%
2011 -13.7% 5.3% -5.8% -19.9% 8.7%
2010 -13.3% -2.6% -15.2% 4.3% 0.7%
2009 28.5% -9.5% 19.7% 16.8% 1.6%
2008 -47.4% -20.3% -1.2% -15.6% -21.0%
2007 17.9% 5.8% 13.7% -1.2% -0.7%
2006 23.7% 13.5% -5.0% 5.3% 9.0%
2005 23.7% 7.7% 4.3% 5.2% 4.6%
2004 2.3% 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Luxembourg
  7. Netherlands
  8. Norway
  9. Portugal
  10. Singapore
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date22/06/2004
  • Share Class size97Mn
  • Base currency
  • ISIN LU0194163050

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.00%

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