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
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Rank 98/103 Total Return
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Rank 91/103 Standard Deviation
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Rank 101/103 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 96 | BGF European Focus A2 EUR | EUR | 10.6% |
| 97 | Fidelity FAST Europe A-ACC-EUR | EUR | 10.3% |
| 98 | Vontobel Fund - European Equity EUR C | EUR | 9.1% |
| 99 | Threadneedle Pan European Focus Ret Net Acc GBX | EUR | 9.1% |
| 100 | Barclays Equity Europe Flexible C EUR Cap | EUR | 7.2% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 89 | PARVEST Sustainable Equity Europe Classic Cap EUR | EUR | 9.5 |
| 90 | Pictet-European Equity Selection-P EUR | EUR | 9.7 |
| 91 | Vontobel Fund - European Equity EUR C | EUR | 9.7 |
| 92 | Santander Accoes Europa | EUR | 9.8 |
| 93 | Invesco Pan European Equity A Acc EUR | EUR | 9.9 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 99 | Candriam Equities L Europe Innovation N Cap | EUR | -6.0% |
| 100 | Threadneedle Pan European Focus Ret Net Acc GBX | EUR | -6.2% |
| 101 | Vontobel Fund - European Equity EUR C | EUR | -6.3% |
| 102 | Jupiter JGF European Growth L EUR Acc | EUR | -7.2% |
| 103 | UBS (Lux) Eq S - European Opp Unconstr (EUR) P-acc | EUR | -10.3% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 8.8% | 1.2% | |||
| 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
- Netherlands
- Norway
- Portugal
- Singapore
- Spain
- Sweden
- 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%