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Popso IFS USA Equity B

Ranked 157 out of 244 in - US over 36 months
All calculations are in EUR unless stated

Managed by

Marco Folini

Objective

The aim of the Fund is to achieve the highest possible return on capital in US dollars. The Fund invests primarily in US companies, adhering to the risk spreading principle. The remaining assets may be invested in securities of foreign companies quoted in the US and/or at other financial centres and/or in convertible and warrant-linked bonds.

Showing fund performance in Luxembourg View performance globally

Performance

US over : 31/10/2014 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.5% -3.3% -0.6%
2016 10.9% -4.2% 4.4% 1.9% 8.8%
2015 8.6% 12.8% -3.2% -7.5% 7.5%
2014 24.4% 1.0% 4.5% 7.0% 10.2%
2013 20.2% 12.1% -0.2% 0.8% 6.6%
2012 10.4% 10.2% -2.0% 6.6% -4.1%
2011 -1.3% -2.2% -2.3% -13.4% 19.3%
2010 24.0% 11.1% -3.5% 1.4% 14.0%
2009 20.2% -4.8% 7.0% 9.9% 7.4%
2008 -37.4% -16.7% -3.0% -0.6% -22.1%
2007 -2.0% -0.2% 4.9% -2.8% -3.7%
2006 2.4% 1.2% -5.7% 5.8% 1.5%
2005 21.9% 2.8% 9.3% 4.6% 3.8%
2004 -0.3% 3.0% 0.1% -2.9% -0.3%
2003 3.1% -5.3% 6.1% 1.1% 1.4%
2002 -33.5% -0.7% -21.5% -16.0% 1.6%
2001 -0.7% -6.0% 12.1% -20.5% 18.7%
2000 -4.4% 4.8% -5.7% 12.8% -14.2%
1999 -6.7% 26.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date08/04/1999
  • Share Class size19Mn
  • Base currencyUSD
  • ISIN LU0095507397

Purchase Info

  • Min. initial investment50
  • Min. regular additional investment0

Charges

  • Annual management1.85%

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