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MainFirst - Germany Fund C

Ranked 4 out of 8 in - German Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Evy Bellet

Evy Bellet was born in Munich in 1960. She started her career in 1986 at FINACOR Borsen und Wertpapiermaklet GmbH as a Eurobonds trader and took long term maternity leave from 1997 to 1999 before returning to the industry in 1999 as a securities trader at Bank Julius Baer. Bellet joined Julius Baer Kapitalanlagegesellschaft AG in 2002 where she was responsible for segregated mandates. In 2003 she joined MainFirst Bank AG where she is currently a portfolio manager. Bellet has been managing funds for over nine years and passed the Exchange Trader examination from the Frankfurt Stock Exchange. Outside of fund management she enjoys golf, tennis, soccer and music.

Alexander Dominicus

Alexander Dominicus joined MainFirst in August 2009. He is part of the Top European Ideas Fund and Germany Fund investment team as a portfolio manager. Previously, Alexander did a trainee programme at MainFirst working at various departments including international work experience in London and New York. Alexander did a banking apprenticeship and holds a degree in business administration with focus on Finance from Frankfurt School of Finance and Management and Emory University Goizueta Business School.

Olgerd Eichler

Olgerd Eichler has become one of Germany’s best known fund managers in recent years, after being showered with awards for his performance with a range of global and north American equity funds. Eichler joined the German group Union Investment in 2000 after five and a half years in the treasury and private banking departments of Citibank AG, and then moved to MainFirst in 2007. The US has proved a profitable hunting ground for Eichler, who gained his MBA in finance while studying there. He is one of few managers who has consistently outperformed the S&P 500 Index. ‘We are investors and not just short term traders’, he says about his management philosophy. He now runs the MainFirst - Top European Ideas and Classic Stock funds.

Objective

The investment of the majority of the assets of the sub-fund in shares and other equity securities of companies, the priority being given to Germany for at least two thirds of the assets of the compartment. Depending on the context, investments may large-cap companies or small-cap companies or medium capitalization. In addition, at least 75% of the compartment (without taking into account cash) are invested in shares and other equity securities of companies in a member state of the European Union.

Showing fund performance in Switzerland View performance globally

Performance

German Small & Medium Companies over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.3%
2017 48.4% 13.5% 8.7% 14.0% 5.5%
2016 -2.5% -8.6% 2.5% 3.6% 0.5%
2015 24.6% 7.1% -1.8% 1.9% 16.2%
2014 19.1% 8.5% 5.7% -3.9% 8.1%
2013 30.2% 4.0% 2.3% 9.1% 12.2%
2012 25.2% 17.7% -9.1% 9.9% 6.5%
2011 -18.6% 6.1% -1.5% -27.0% 6.7%
2010 8.2% 4.0% -10.6% 7.6% 8.1%
2009 34.7% -13.9% 25.1% 21.7% 2.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date17/10/2008
  • Share Class size180Mn
  • Base currencyEUR
  • ISIN LU0390221926

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

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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).