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FundShare Post Opbouw Inkomens Fonds

Ranked 1 out of 88 in - Balanced EUR over 12 months
All calculations are in EUR unless stated

Managed by

Jasper Anderluh

Jasper Anderluh was born in the Dutch city of Heerlen in 1978 and studied mathematical finances at the Technology University of Delft. He joined Amsterdam Option Traders in 2001 as a quantitative analyst. Japser combined his job with his PhD studies whilst working for BinckBank NV where he was head of quantitative research. In 2007 Jasper moved to HiQ Invest as fund manager and also works as an assistant professor for Delft University. Jasper has a value investment style. Away from fund management he is keen on music and the theatre.

Niels Klok

Dutch-born Niels Klok began his career as a trader at AOT-Binck in 2002. Since 2006 he has held the position of director at HiQ where he adopts a value investment style, coupled with arbitrage and statistical arbitrage in his actively managed fund. Niels undertook his studies in Groningen and holds the CFA Charter and Register Valuation (RV) qualification. Outside of fund management, Niels enjoys golf, football and skiing.

Objective

The objective of the sub-fund is to offer investors stable wealth growth. The core of the portfolio consists of investment grade bonds, stocks and a small portion of the sub-fund can be used for option strategies. The sub-fund invests no more than 50% of its NAV in individual stock, listed in Western Europe or North America. The Sub-fund will invest no more than 25% of its NAV in stocks listed outside the EURO area. The Sub-Fund will invest no more than 10% of its Net Asset Value in a single bond and no more than 15% of a single issuer, except for Dutch and German state.

Showing fund performance in Netherlands View performance globally

Performance

Balanced EUR over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 4.4%
2017 5.0% 4.8% -1.1% 0.5% 0.8%
2016 4.9% -3.7% 0.9% 4.5% 3.3%
2015 7.2% 11.0% -2.2% -4.3% 3.1%
2014 -1.5% 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Netherlands

Fund Info

  • Launch date17/04/2014
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN NL0010732210

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

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