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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

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 : 31/07/2017 - 31/07/2018
  • Rank 1/88 Total Return
  • Rank 88/88 Standard Deviation
  • Rank 41/88 Max Drawdown
Fund Name Currency Risk
85 Fidelity Funds - Euro Balanced A-EUR EUR

6.3

86 Global Emerging Markets Balance Portfolio LD EUR

7.3

87 Jyske Invest Dynamic Strategy CL

Currency exposure is hedged

Currency exposure is hedged

EUR

7.5

88 FundShare Post Opbouw Inkomens Fonds EUR

10.2

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 4.4% 6.6%
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 investment0.00%

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