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Vontobel Fund - Global Equity USD B

Ranked 79 out of 214 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Matthew Benkendorf

Mr Matthew Benkendorf joined Vontobel Asset Management in October 1999 in trade support. After being promoted to trader in 2000, Mr. Benkendorf became a research analyst in 2002 and moved into portfolio management in 2006 as deputy portfolio manager of Vontobel’s European Equity Strategy. In 2008 Mr. Benkendorf continued to grow in his portfolio management role becoming lead portfolio manager of European Equity and deputy portfolio manager of Global Equity and in 2010 became deputy portfolio manager of the Vontobel US Equity Strategy ultimately becoming lead portfolio manager in 2012. As a co-architect of Vontobel’s quality growth philosophy and style and proven success in managing Vontobel’s strategies he was named Chief Investment Officer in March 2016. Mr Benkendorf received a Bachelor of Science in Business Administration (BSBA) in finance from the University of Denver.

Objective

Die Anlagepolitik des Teilfonds beabsichtigt einen mglichst hohen Wertzuwachs zu erzielen. Der Teilfonds investiert vornehmlich in Aktien und aktienhnliche Wertpapiere. Daneben kann der Teilfonds flssige Mittel halten. Der Teilfonds investiert weltweit in ein Aktienportfolio von Unternehmen mit hohem Gewinnwachstum und hoher Profitabilitt.

Showing fund performance in Singapore View performance globally

Performance

Global over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.0% 6.8% 2.7%
2016 3.6% 0.9% 2.4% 2.3% -2.0%
2015 3.6% 1.9% 0.8% -3.6% 4.6%
2014 5.9% 1.6% 3.3% -1.7% 2.7%
2013 14.7% 6.9% -3.2% 4.7% 5.9%
2012 17.7% 11.6% -4.5% 8.4% 2.0%
2011 3.9% 2.2% 3.4% -8.1% 7.0%
2010 15.2% 4.9% -8.0% 14.1% 4.5%
2009 19.6% -10.6% 13.2% 10.9% 6.6%
2008 -38.6% -10.3% -5.4% -12.2% -17.7%
2007 21.1% 1.0% 5.4% 8.9% 4.4%
2006 22.5% 6.7% -0.2% 6.2% 8.3%
2005 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Italy
  6. Liechtenstein
  7. Luxembourg
  8. Norway
  9. Singapore
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date01/07/2005
  • Share Class size831Mn
  • Base currencyUSD
  • ISIN LU0218910536

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.65%

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