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4Q-SPECIAL INCOME EUR (R)

Rang 22 von 182 in - Mischfonds - Ausgewogen EUR über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Peter Dreide

Peter Dreide founded TBF Global Asset Management in 1999 and manages funds in various sectors. From 1994 to 1999, he worked first for Barclays de Zoete Wedd in London as director and manager of North American sales for European clients, then as director of Canadian equities sales for European clients at Deutsche Morgan Grenfell in London and, finally, as director of “Domestic and International Sales” at Deutsche Bank Securities, Canada. Prior to this he held sales positions within various companies including McLean McCarthy and Morgan Grenfell in Canada.

Thomas Einzmann

Thomas Einzmann has been a senior portfolio manager at TBF Global Asset Management GmbH since 2012, co-managing funds focused on energy and technology in addition to defensive mandates. Prior to this he was responsible for fund management at Greiff Capital Management AG, with a focus on equities-based funds. After receiving a degree in business administration from the Karlsruhe University of Cooperative Education, he worked in the corporate clients business for Sparkasse Ettlingen, where he advised commercial clients on all banking matters. Starting his career in 1999, he worked as a corporate consultant for PricewaterhouseCoopers and IBM Deutschland, working on various projects with a focus on the financial services industry.

Dirk Sammüller

Dirk Sammüller is responsible for the TBF Global Asset Management GmbH as a senior portfolio manager for shares Germany and Europe as well as for the defensive mandates responsible since April 2012. Prior to this he worked with Greiff Capital Management AG where he moved from BBBank eG. He holds a masters in Business Administration at the Karlsruhe of Cooperative Education.

Anlageziel

The fund aims to achieve in 12 months an absolute positive return. It invests on the basis of combination of different asset classes and investment strategies depending on market conditions mainly in equity securities, corporate bonds and convertible bonds. The equity portion consists of values with high bulk and profitability, acquisition targets and companies dealing in so-called special situations, such as control and profit transfer agreements or squeeze-outs. The selection of corporate and convertible bonds is also carried out by qualitative evaluation and quantitative screening after high cash flow and balance results.

Performance

Mischfonds - Ausgewogen EUR über : 30.04.2017 - 30.04.2018
  • Rangfolge 22/182 Gesamtertrag
  • Rangfolge 13/182 Standardabweichung
  • Rangfolge 4/182 Maximaler Verlust
Fondsname Currency Risiko
11 Schoellerbank SF 16 EUR

2,0

12 R-VIP 35 I T EUR

2,0

13 4Q-SPECIAL INCOME EUR (R) EUR

2,1

14 Dachfonds Suedtirol I T EUR

2,1

15 FRS Substanz EUR

2,2

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 31.03.2018 Jährlich Q1 Q2 Q3 Q4
2018 -0,6%
2017 6,4% 2,5% 2,5% 1,5% -0,3%
2016 7,6% -0,5% 2,6% 5,0% 0,4%
2015 2,4% 4,9% -0,4% -2,6% 0,7%
2014 4,2% 1,1% 2,0% -0,8% 1,8%
2013 8,6% 2,4% 1,2% 3,5% 1,4%
2012 2,3%

Monatliche Performance

Rendite vs Risiko

Zum Verkauf zugelassen in

  1. Österreich
  2. Deutschland
  3. Schweiz

Information über den Fonds

  • Starttermin17.08.2012
  • Größe der Anteilsklasse342Mn
  • BasiswährungEUR
  • ISIN DE000A1JRQD1

Kaufinformation

  • Mindestanlage (initial)100
  • Mindest regelmäßige Zusatzinvestition100

Gebühren

  • Jährliche Verwaltungsgebühr1,16%
  • Ausgabeaufschlag5

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