Sporotrend

Equity fund focused on investments in companies mainly from the Central European region managed by the "stock picking" method.

 
Performance goal and investment strategy
An equity fund intended mainly for dynamic investors with a long-term investment horizon. The fund’s performance objective is to outperform the yields of global stock markets in the long term by investments in individual equity titles mainly from Central and additionally from Eastern Europe. It is suitable for those investors who believe in a positive development on stock markets of new EU member and candidate countries in the Central European and Eastern European region. The fund’s investment policy works with the potential of the more dynamic growth of developing economies as opposed to developed economies and the fund manager tries to find investment opportunities across all economic sectors of the entire region. In view of the investment strategy, the fund is suitable for regular investment and of being part of the equity component of the investment portfolio.
 
Performance (2024/04/11)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf 10.77 23.05 42.75 14.02 8.35 5.62 2.28
Annual performance in % (2024/04/11)
Period 2019 2020 2021 2022 2023
Perf 14.09 -11.33 27.16 -17.12 38.02
Minimum & maximum performance in % p.a. (2024/04/11)
1Y
183.41
-71.34
3Y
45.46
-30.72
5Y
32.64
-15.62
10Y
10.04
-7.70
 
 
Disclaimer
The full names of the open-ended mutual funds and complete product information are provided in the statutes (prospectuses) of the funds. The information stated herein is of the nature of a promotional message. The information stated in this message is not an investment recommendation or investment advice since it does not take into account the specific situation of specific investors. The value of the financial instruments may rise and fall, while there is no guarantee of a return on the originally invested amount. Past performance is no guarantee of the same performance in a future period. A visitor to this website may be outside the target market of the financial instruments stated herein. We recommend that you consult your specific investment plan with an expert advisor who will verify that the planned investment will be commensurate with your knowledge and experience, that it will be in accordance with your needs, characteristics and goals, financial circumstances or relation to risk, and will familiarise you with all possible risks of a specific investment opportunity.