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VV-Strategie - LBBW Ausgewogen T1

Ranked 298 out of 393 in - Balanced EUR over 12 months
All calculations are in EUR unless stated

Managed by

Christoph Schäfer

Christoph Schäfer manages strategies at LBBW Asset Management since 2006, where he joined as a portfolio manager, being promoted in 2008 to head of fund asset management, also becoming board member in 2009. Prior to this he worked as a product manager and fund of funds managers at BW BAnk Stuttgart from 2002 - 2006. Christoph started his career at Landesgirokasse (Stuttgart) as an investment and commodity analyst. He holds a degree in business administration by the University of Tuebingen and he is CEFA/DVFA charter holder.

Objective

The fund invests in equities and equity related securities, fixed or floating rate bonds, zero coupon bonds (zero bonds), money market instruments, convertible bonds, UCITS investment funds, bonds, bonds with warrants. These include certificates with the character of securities on precious metals and other commodities (metals and energy) and their indexes. Investments in these certificates may not exceed 20% of the subfund's assets. The fund invests no more than 50% of it's assets directly in equities or equity related securities.

Showing fund performance in Luxembourg View performance globally

Performance

Balanced EUR over : 30/09/2017 - 30/09/2018
  • Rank 298/393 Total Return
  • Rank 151/393 Standard Deviation
  • Rank 294/393 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6% 1.1% 0.8%
2017 1.6% 1.8% -1.2% 0.5% 0.5%
2016 3.2% -1.7% 0.0% 2.6% 2.3%
2015 3.5% 9.5% -3.7% -6.2% 4.6%
2014 2.1% 0.7% 1.5% 0.3% -0.5%
2013 5.0% 2.0% -1.5% 1.6% 2.9%
2012 6.8% 4.6% -3.0% 4.3% 0.9%
2011 -5.7% -1.2% 0.2% -8.4% 4.0%
2010 7.8% 3.4% -2.3% 2.4% 4.2%
2009 12.1% -3.7% 6.7% 6.1% 2.9%
2008 -1.7% -4.8% -5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg

Fund Info

  • Launch date21/01/2008
  • Share Class size15Mn
  • Base currencyEUR
  • ISIN LU0336101570

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.12%
  • Initial investment0.12%

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