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C-QUADRAT ARTS Best Momentum T (PLN)
Fund Description

Technical trading system - In contrast to most investment funds with traditional management strategies, this equity fund pursues a forecast-free trading approach that does not follow any benchmark. Based on a short to medium-term trend-following approach, the fully-automated trading programme developed by ARTS Asset Management adheres to clearly defined quantitative rules.

Flexible investment guidelines - The equity fund follows a highly active management approach that assesses the attractiveness of feasible investments and produces the current target allocation. To achieve its objectives, the fund exploits price trends in the entire global equity universe and uses target funds to invest in the sectors and regions with the strongest trends that offer the best opportunities for future price gains. With a permanent equity exposure of 100%, the fund aims for capital growth subject to higher risks

Chances and Risks

Opportunities/Advantages
In principle, fully invested in equity funds. The equity quota may be supplement with individual stocks.

The fully automatic, trend-following trading system makes investing in above-average performing sectors possible.

Weak trends are superseded by stronger trends.
 

Risks
In principle, an equity quota of 100% (short-term money market investments are also permitted in exceptional situations).

Above-average performing sectors may also experience above-average sharp corrections.

Due to the use of quantitative, trend-following models and as a result of investments being temporarily concentrated in individual volatile markets, the C-QUADRAT ARTS Best Momentum may exhibit increased volatility. This means that the unit prices may also be exposed to strong upward and downward fluctuations within short periods of time.

Fund Facts
ISIN
AT0000A05AE6
WKN
WKN
Distribution Policy
Accumulating - PLN
Investment Company
Ampega Investment GmbH
Custodian Bank
Raiffeisen Bank International AG
Currency
PLN
Risk / Return Profil
5 of 7
Inception Date
05/21/2007
Subscription Fee
5%
Total Net Assets
151.70 Mln EUR
Best Performing Funds
of the recent 6 Months
iShares US Healthcare Providers ETF (USD) Dis
June-July | Health Care
4.39 %
Comgest Growth Europe Smaller Companies (EUR) Acc
June-October | Europe
2.40 %
Xtrackers Euro Stoxx 50 Short Daily Swap UCITS ETF 1C (EUR) Acc
October-December | European Union
2.40 %
NN (L) Health Care P (USD) Acc
July-December | Health Care
2.29 %
AXA World Funds Framlington Talents Global F (EUR) Acc
June-August | World
1.29 %
Ratings / Awards
Performance per 01/23/2019
Performance Chart since
Performance
Performance since 05/21/2007 p.a.
1.91 %
Performance 10 Years p.a.
5.51 %
Performance 7 Years p.a.
3.44 %
Performance 5 Years p.a.
1.76 %
Performance 3 Years p.a.
0.86 %
Performance 2 Years p.a.
-0.58 %
Performance 1 Year
-11.28 %
Performance YTD
3.16 %
FIGURES SINCE
Volatility p.a.
15.93 %
Max. Drawdown
-39.66 %
Maximum Recovery [Days]
1228
Mod. Sharpe Ratio
0.12
Asset Allocation per 12/31/2018
Asset classes
Stocks
69.17 %
Money Market/Cash
30.83 %
Currencies
EUR
70.21 %
USD
29.79 %
Top 5 Stock Sectors
Utilities
17.45 %
World
13.14 %
Real Estate
11.63 %
Health Care
8.16 %
USA
6.50 %
Etfs
Etf Allocation
37.07 %
Documents
Language: en
Semiannual Report EN
Sales Prospectus EN
Statement of Account EN
All figures are based on the NAVs calculated by the respective custodian bank. No back-test data is used in the depiction and calculation of performance and value. Past performance is no guarantee for the future development of an investment fund. Every capital investment carries risk. Rates may rise and fall. Variation of foreign exchange rates may aversely influence performance. Issuing and repurchase fees are not included in the calculations of performance. The information provided on this website are generally, not taking in consideration individual tax circumstances of the investor, and can be changed due to changes in law or administrative practice at any time. For further advices a tax consultant should be consulted. Before investing please read carefully the documents related to the relevant investment fund provided as regulated by law e.g. the latest published prospectus, the „Essential Information for Investors“ („Key Information Document“, called „KID“ or „KIID“), the investment guidelines and the latest annual and/or semi-annual report, which are available free of charge at the registered office of ARTS Asset Management GmbH, Schottenfeldgasse 20, 1070 Vienna, Austria or the relevant investment company. All information is subject to confirmation.
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