Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

LuxTopic - Aktien Europa A

Ranked 65 out of 77 in - Eurozone over 12 months
All calculations are in CHF unless stated

Managed by

Robert Beer

Robert Beer was born in Parkstein, Germany in 1961. He is a qualified engineer, and an investment consultant and fund manager at his own company, Robert Beer Investment. He has more than 20 years of experience in investing, and currently manages the LuxTopic - Aktien Europa and LuxTopic - Flex funds. He specialises in investment strategies with derivatives instruments, the optimisation of index arrangements and stock analysis systems. Outside of fund management, Robert lists sailing, mountain biking and race biking as his main interests.

Objective

The fund is specialized on blue chips of European issuers. The fund's assets are predominantly invested in equities and index certificates listed on a stock exchange or traded on another regulated market. Investing in bonds, bank deposits and other funds cannot exceed 10% of the Fund's assets.

Showing fund performance in Switzerland View performance globally

Performance

Eurozone over : 30/09/2017 - 30/09/2018
  • Rank 65/77 Total Return
  • Rank 4/77 Standard Deviation
  • Rank 38/77 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4% -0.8% -0.6%
2017 11.5% 3.4% 1.7% 6.3% -0.3%
2016 -4.1% -7.2% -3.0% 4.1% 2.4%
2015 -1.7% -1.5% -6.2% 0.6% 5.8%
2014 0.7% 1.0% -1.7% 0.4% 1.1%
2013 6.7% -3.7% 3.6% 4.4% 2.5%
2012 14.7% 7.3% -6.4% 5.4% 8.3%
2011 -9.0% 3.3% -5.7% -10.7% 4.5%
2010 -14.2% -5.4% -11.3% 6.3% -3.8%
2009 21.4% -10.3% 21.1% 11.7% 0.1%
2008 -32.6% -14.9% -3.8% -5.6% -12.8%
2007 18.2% 4.6% 8.1% 1.6% 2.9%
2006 21.0% 7.1% -1.5% 8.9% 5.4%
2005 22.6% 4.7% 3.6% 7.5% 5.2%
2004 4.4% -0.3% -0.9% -2.1% 7.9%
2003 -1.2% 14.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date25/06/2003
  • Share Class size34Mn
  • Base currencyEUR
  • ISIN LU0165251116

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment50

Charges

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