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Vontobel Fund- European Equity EUR I

Ranked 201 out of 204 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Daniel Kranson

Daniel Kranson is a portfolio manager at Vontobel Asset Management, having joined in July 2007 as a senior research analyst covering stocks globally. In 2013, Daniel was promoted to deputy portfolio manager of the Vontobel European Equity Strategy, and in 2016, Daniel became lead portfolio manager for the strategy, whilst also becoming deputy portfolio manager of the firm’s International Equity Strategy. He began his investment career in 1999 on the sell side, at Sanford C. Bernstein & Co. where he analysed companies based in the U.S. and Europe in the technology space and later in the healthcare industry. In 2006, he switched to the buy side, working at Scout Capital Management, where he evaluated both Health Care and Consumer companies in both developed and emerging markets. Kranson received a B.S. in operations research from Columbia University and is a CFA charter holder.

Objective

The Fund assets are mainly invested in the shares of top-quality, European companies. The Fund's investment strategy is based on a value investment approach. This style of investment can, whilst respecting the applicable investment restrictions, result in a concentration of positions in individual sectors.

Showing fund performance in Netherlands View performance globally

Performance

Europe over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.3%
2017 11.1% 9.2% 1.6% -1.7% 1.9%
2016 -3.1% -3.1% 0.2% 1.0% -1.1%
2015 18.7% 15.7% -2.0% -2.1% 7.0%
2014 9.5% 2.7% 2.2% 0.6% 3.8%
2013 8.4% 10.1% -6.1% 4.1% 0.7%
2012 23.3% 8.4% 3.4% 6.6% 3.3%
2011 5.4% -1.9% 3.7% -5.7% 9.7%
2010 14.5% 6.6% -0.9% 1.6% 6.6%
2009 16.5% -8.6% 9.0% 9.1% 7.2%
2008 -36.0% -11.6% -1.6% -13.0% -15.4%
2007 -3.3% 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date03/04/2007
  • Share Class size170Mn
  • Base currencyEUR
  • ISIN LU0278085062

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.83%
  • Initial investment0.825

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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).