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HINKEL RELATIVE PERFORMANCE HI FONDS

Ranked 10 out of 73 in - Market Neutral over 12 months
All calculations are in EUR unless stated

Managed by

Marius Hoerner

Marius Hoerner is a director at Hinkel & Cie. Vermögensverwaltung. Hoerner has over twenty years' experience in international equity and pension business and in servicing private and institutional clients. He is lead manager of the ARTUS Mittelstands - Renten HI Fonds fund, which he has run since its inception in 2009.

Objective

The objective of the investment policy of the fund is to achieve the medium to long-term positive performance of the equity market neutral investment policy. The fund invests in equities, interest-bearing securities, bank deposits, money market instruments, investment funds, derivatives for investment and hedging purposes and other Investment vehicles. The fund management invests mainly in equities that are secured by Futures. The equities, debt securities and money market instruments may only come from the issuers from the Euro area and their emission currency is Euro.

Showing fund performance in South Africa View performance globally

Performance

Market Neutral over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.5% -0.1% 0.4%
2017 12.1% 3.1% 0.9% 5.0% 2.7%
2016 -2.5% -1.2% -2.5% 5.2% -3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date21/12/2015
  • Share Class size10Mn
  • Base currencyEUR
  • ISIN DE000A14UWU6

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment50

Charges

  • Annual management1.20%
  • 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).