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UniSector: BasicIndustries A

Ranked 5 out of 8 in - Basic Industries over 12 months
All calculations are in EUR unless stated

Managed by

Jörg Schneider

Jörg Schneider is an equity portfolio manager responsible for the metal and mining sector for Union Investment Management. He joined the firm in 2005 and prior to this, he was a portfolio manager at Deka Investment from 2000. Jörg graduated from the Texas Christian University in Fort Worth with an MBA in Business Administration focusing on finance and derivatives and completed his vocational training in banking at Kreissparkasse Wuerzburg/Stradtsparkasse Ochsenfurt.

Objective

The fund invests in international equities in the basic industries, raw material and energy sectors. It referes to the comapnies active in the fields of: power generation and supply, extraction of oil and gas, manufacturing industries, recycling, renewable energy, chemicals, paper-, steel-, and metal industry, processing of stones and quarrying, manufacturing of metal products, agriculture and forestry, fishing and mining. The investor takes advantage of the upside potential of this sector and benefits from the umbrella construction (efficient switching).

Showing fund performance in Luxembourg View performance globally

Performance

Basic Industries over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 9.2% 2.8% -3.3% 4.6% 5.1%
2016 17.2% -2.4% 4.6% 5.9% 8.5%
2015 0.4% 15.0% -4.2% -14.0% 6.0%
2014 5.0% 2.2% 5.3% 0.0% -2.4%
2013 8.2% 6.4% -5.8% 5.9% 2.0%
2012 3.3% 8.1% -6.3% 4.5% -2.4%
2011 -14.8% -0.4% -1.8% -21.8% 11.5%
2010 27.1% 7.8% -8.1% 7.0% 19.9%
2009 38.5% -6.6% 17.3% 15.1% 9.9%
2008 -44.7% -12.2% 9.2% -22.7% -25.4%
2007 16.9% 8.4% 12.2% 0.7% -4.6%
2006 17.5% 14.1% -5.8% 1.0% 8.2%
2005 38.9% 9.0% 3.3% 19.3% 3.4%
2004 11.1% 5.1% -1.7% 6.7% 0.7%
2003 18.2% -7.4% 11.7% 3.7% 10.1%
2002 -15.7% 14.3% -10.4% -17.8% 0.1%
2001 1.6% -0.4% 9.4% -17.7% 13.4%
2000 -5.5% 1.8% -5.5% 5.6% -7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg

Fund Info

  • Launch date01/10/1999
  • Share Class size86Mn
  • Base currencyEUR
  • ISIN LU0101442050

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.55%
  • Initial investment4

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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).