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HSBC Discountstrukturen AC

Ranked 3 out of 26 in - Volatility Trading over 12 months
All calculations are in EUR unless stated

Managed by

Marco Erling

Objective

The investment objective of the Fund is to provide reasonable and consistent growth in value. The fund primarily forms conservative discount certificates on established equity indices of the eurozone via option strategies ("Discount Structures"). Discount structures are characterized by the fact that they also generate an attractive return on sideways-moving or moderately rising or slightly falling markets. However, they also offer only a limited participation in strong price increases.

Showing fund performance in Portugal View performance globally

Performance

Volatility Trading over : 31/08/2017 - 31/08/2018
  • Rank 3/26 Total Return
  • Rank 14/26 Standard Deviation
  • Rank 8/26 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1% 1.8%
2017 4.2% 2.3% 0.3% 1.5% 0.0%
2016 4.9% -2.2% 1.2% 2.8% 3.0%
2015 4.2% 4.1% -1.2% -3.1% 4.4%
2014 3.2% 0.7% 2.0% 0.7% -0.2%
2013 4.3% 0.4% 0.1% 2.4% 1.4%
2012 6.9% 3.0% -0.1% 2.4% 1.5%
2011 1.7% 1.5% 1.2% -7.0% 6.5%
2010 6.3% 2.1% -1.9% 4.6% 1.4%
2009 9.3% -4.1% 6.2% 4.6% 2.6%
2008 -16.8% -4.2% 0.9% -4.6% -9.8%
2007 4.7% 1.3% 1.5% 0.6% 1.3%
2006 3.3% 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date03/04/2006
  • Share Class size20Mn
  • Base currencyEUR
  • ISIN DE000A0JDCK8

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment3.00%

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