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FPM Funds Ladon - European Value

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

Managed by

Raik Hoffmann

Raik Hoffmann has been senior portfolio manager at FPM Frankfurt Performance Management AG since 2013. He is responsible for the FPM Funds Stockpicker German Small/Mid-Cap and the FPM Funds Ladon European Value fund as well as a special mandate for Paris-based Sycamore Asset Management. Raik was previously at DWS for 15 years, where he was responsible for the DWS German Small/Mid Cap fund. He studied business economics at Leipzig University and has over 20 years’ experience in German equities.

Martin Wirth

Martin Wirth is one of the founding partners of FPM Frankfurt Performance Management AG which was formed in 2000. He is currently on the board of directors and is involved in fund management and stock analysis. Before this he worked in various positions including German stock analyst at Credit Suisse, Bank Julius Baer (Germany) and Sal. Oppenheim jr. and Cie. He later rejoined Credit Suisse as acting leader in asset management. Martin has over 24 years of experience in German stocks.

Objective

The investment objective of the fund is to achieve the highest possible risk-adjusted return. The fund invests predominantly in European equities. In addition the fund may invest up to 49% in non - European equities, interest-bearing securities, convertible and warrant bonds, participation and dividend certificates, mutual funds and certificates.

Showing fund performance in Switzerland View performance globally

Performance

Eurozone over : 31/08/2017 - 31/08/2018
  • Rank 78/78 Total Return
  • Rank 67/78 Standard Deviation
  • Rank 78/78 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% -12.9%
2017 45.6% 10.1% 8.8% 9.5% 11.1%
2016 -0.8% -4.6% -12.5% 6.5% 11.6%
2015 4.0% 3.8% -2.1% -7.3% 10.5%
2014 -4.8% 1.3% 1.7% -7.3% -0.4%
2013 25.7% 3.7% 2.2% 8.2% 9.7%
2012 25.2% 15.4% -7.7% 11.8% 5.2%
2011 -11.3% 6.6% -1.5% -19.5% 5.0%
2010 -6.5% 2.6% -12.7% 4.2% 0.2%
2009 29.4% -7.1% 17.7% 18.3% 0.1%
2008 -44.9% -21.0% -6.7% -9.0% -17.8%
2007 12.9% 3.8% 7.5% -1.0% 2.2%
2006 22.1% 9.6% -4.4% 6.7% 9.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Luxembourg
  5. Switzerland

Fund Info

  • Launch date07/11/2005
  • Share Class size13Mn
  • Base currencyEUR
  • ISIN LU0232955988

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).