Vontobel Fund - European Equity EUR C
Managed by
Daniel Kranson
Daniel Kranson is a portfolio manager at Vontobel Asset Management, having joined in July 2007 as a senior research analyst covering stocks globally. In 2013, Daniel was promoted to deputy portfolio manager of the Vontobel European Equity Strategy, and in 2016, Daniel became lead portfolio manager for the strategy, whilst also becoming deputy portfolio manager of the firm’s International Equity Strategy. He began his investment career in 1999 on the sell side, at Sanford C. Bernstein & Co. where he analysed companies based in the U.S. and Europe in the technology space and later in the healthcare industry. In 2006, he switched to the buy side, working at Scout Capital Management, where he evaluated both Health Care and Consumer companies in both developed and emerging markets. Kranson received a B.S. in operations research from Columbia University and is a CFA charter holder.
Objective
The Fund assets are mainly invested in the shares of top-quality, European companies. The Fund's investment strategy is based on a value investment approach. This style of investment can, whilst respecting the applicable investment restrictions, result in a concentration of positions in individual sectors.
Performance
-
Rank 104/104 Total Return
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Rank 29/104 Standard Deviation
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Rank 104/104 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 100 | Santander Accoes Europa A | EUR | -3.1% |
| 101 | Schroder ISF European Market Neutral A Acc | EUR | -3.8% |
| 102 | PARVEST Sustainable Equity Europe Classic Cap EUR | EUR | -4.1% |
| 103 | Old Mutual European Equity C USD | EUR | -5.5% |
| 104 | Vontobel Fund - European Equity EUR C | EUR | -5.8% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 27 | Pictet-European Equity Selection-P EUR | EUR | 8.7 |
| 28 | BPI Global Invest Fd BPI Europa (Lux) I Cap | EUR | 8.7 |
| 29 | Vontobel Fund - European Equity EUR C | EUR | 8.7 |
| 30 | BGF European A2 EUR | EUR | 8.7 |
| 30 | Janus Henderson Pan European I EUR Acc | EUR | 8.7 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 100 | NB European Equity R Dis | EUR | -8.0% |
| 101 | Caixagest Accoes Europa | EUR | -8.2% |
| 102 | JPM Europe Dynamic D Acc EUR | EUR | -8.4% |
| 103 | Old Mutual European Equity C USD | EUR | -8.4% |
| 104 | Vontobel Fund - European Equity EUR C | EUR | -10.2% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -6.7% | ||||
| 2017 | 9.5% | 8.8% | 1.2% | -2.1% | 1.5% |
| 2016 | -4.5% | -3.4% | -0.2% | 0.6% | -1.5% |
| 2015 | 17.0% | 15.3% | -2.4% | -2.5% | 6.6% |
| 2014 | 7.9% | 2.3% | 1.8% | 0.2% | 3.4% |
| 2013 | 6.8% | 9.8% | -6.4% | 3.7% | 0.3% |
| 2012 | 21.5% | 8.0% | 3.0% | 6.2% | 2.9% |
| 2011 | 3.9% | -2.2% | 3.4% | -6.0% | 9.3% |
| 2010 | 12.8% | 6.2% | -1.2% | 1.2% | 6.3% |
| 2009 | 14.8% | -9.0% | 8.6% | 8.7% | 6.8% |
| 2008 | -36.9% | -11.9% | -2.0% | -13.3% | -15.7% |
| 2007 | 0.9% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Chile
- France
- Germany
- Italy
- Liechtenstein
- Luxembourg
- Portugal
- Singapore
- Spain
- Switzerland
Fund Info
- Launch date16/07/2007
- Share Class size12Mn
- Base currencyEUR
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ISIN LU0153585210
Purchase Info
- Min. initial investment0
- Min. regular additional investment0
Charges
- Annual management2.25%
- Initial investment2.25