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Alpora Innovation Europa Fonds EUR A

Ranked 71 out of 305 in - Europe over 12 months
All calculations are in CHF unless stated

Objective

The investment objective of the Fund consists primarily of generating added value tied to reasonable earnings through investments in equities of innovative European companies (incl. Switzerland) resp. whose major economic activities are in Europe. Companies with a proven innovative capacity qualify for the security selection. The investment fund primarily invests in equity securities and rights (stocks, profit certificates, co-operative shares, participation certificates and the like) of European companies (incl. Switzerland) resp. whose major economic activities are in Europe.

Showing fund performance in Switzerland View performance globally

Performance

Europe over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% 6.0% -3.0%
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 size60Mn
  • 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).