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SALUS ALPHA SPECIAL SITUATIONS R EUR

Ranked 240 out of 387 in - Balanced EUR over 12 months
All calculations are in EUR unless stated

Objective

The Fund invests in all assets classes, equities, bonds, money markets instruments and recognized stock indices depending on the investment manager's expectation in relation to the economic situation, the capital markets and the evolution of the stock markets. The Fund tries to benefit from a so called "special situation", resulting from a change in capital structure or any other similar event relevant for the future earning of the relevant investment.

Showing fund performance in Luxembourg View performance globally

Performance

Balanced EUR over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.8% 1.2% 0.8%
2016 2.9% 0.6% -0.7% 1.8% 1.2%
2015 4.9% 3.8% -1.0% 0.1% 2.0%
2014 1.5% 1.6% 0.6% -0.8% 0.2%
2013 7.9% 2.2% -1.4% 4.2% 2.8%
2012 13.1% 10.9% -3.5% 1.5% 4.2%
2011 -12.7% 2.1% -2.0% -10.6% -2.4%
2010 1.4% 7.4% 7.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg

Fund Info

  • Launch date01/08/2016
  • Share Class size15Mn
  • Base currencyEUR
  • ISIN LU1280956597

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.90%
  • Initial investment3

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