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Fidecum SICAV - avant-garde Stock Fund A

Ranked 29 out of 203 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Anko Beldsnijder

Anko Beldsnijder has been a portfolio manager at Fidecum AG since January 2016. Anko manages the avant-garde Stock Fund, which he initiated and managed at MainFirst since 2004 and which he brought along when he moved to Fidecum AG. At MainFirst Beldsnijder was co-head of MainFirst Asset Management from 2008 till 2012. Since 2010 he haD been partner of MainFirst Bank AG. Prior to that, he was a European portfolio manager at ABN Amro in Amsterdam since the mid 90’s where he managed the Europe Equity Fund as well as the Germany Equity Fund, He also headed up the European Small Cap Team. He started his career as a European portfolio manager at Credit Suisse in Zürich in 1992.

Richard Burkhardt

Richard Burkhardt has been a portfolio manager for the Fidecum avant-garde Stock Fund since January 2016. After joining MainFirst in 2006 he was, together with Anko Beldsnijder, responsible for the quality growth style. Prior to that, he worked as an FX-analyst for Kerford Investments in Panama. Richard started his investment career in 2002 at Standard & Poor’s Fund Services Germany, where he worked within the fund analysis and marketing areas. He holds a degree in economics and geography from University of Giessen.

Objective

The fund seeks to achieve long-term capital growth in line with a reasonable risk diversification by investing primarily in equities and other equity-related securities. The fund invests at least 75% of it's assets in equities and equity-related securities of companies that are domiciled in Europe. Up to 25% of the assets may be invested in shares of companies from all over the world as well as bonds, convertible bonds which are issued by companies worldwide. Depending on the actual situation, the investment focus may be on a large-cap or small-cap and mid-cap companies.

Showing fund performance in Netherlands View performance globally

Performance

Europe over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -6.5% 5.0%
2017 27.3% 9.0% 7.6% 5.3% 3.1%
2016 -6.1% -9.2% -6.4% 6.5% 3.8%
2015 22.1% 22.9% -3.7% -6.0% 9.8%
2014 11.1% 4.4% 0.2% 1.2% 5.0%
2013 21.2% 6.7% -1.2% 7.0% 7.5%
2012 16.3% 10.7% -4.0% 5.0% 4.2%
2011 -13.3% -0.9% -1.2% -17.6% 7.5%
2010 11.1% 4.6% -8.0% 5.8% 9.3%
2009 19.0% -10.9% 15.0% 14.9% 1.0%
2008 -45.3% -18.5% 0.6% -15.2% -21.3%
2007 9.5% 3.1% 9.6% -1.7% -1.4%
2006 16.3% 14.2% -8.8% 2.1% 9.4%
2005 37.1% 7.4% 8.7% 12.1% 4.8%
2004 -0.1% 7.6%

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. Netherlands
  9. Norway
  10. Spain
  11. Sweden
  12. United Kingdom

Fund Info

  • Launch date30/04/2004
  • Share Class size15Mn
  • Base currencyEUR
  • ISIN LU0187937411

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

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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).