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DB Platinum IV CROCI Euro R2C

Ranked 1 out of 26 in - EuroZone over 12 months
All calculations are in CLP unless stated

Objective

The aim of the Fund is to invest in a portfolio of shares issued by large companies in the Eurozone, selected using the CROCI Euro Strategy. The Strategy selects shares on the basis of an economic valuation using the Deutsche Bank CROCI methodology. The selection universe contains the 100 largest companies by market capitalisation in the Eurozone, excluding companies from the financial and real estate sectors. The Strategy selects the thirty companies with the lowest positive CROCI economic price-earnings ratio from the selection universe

Showing fund performance in Chile View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7%
2017 23.7% 7.8% 10.5% 4.1% -0.2%
2016 -0.1% -5.0% -1.3% 7.1% -0.6%
2015 17.5% 6.9% 1.4% -0.9% 9.5%
2014 9.4% 8.7% 4.1% -1.9% -1.5%
2013 38.8% 1.4% 9.5% 12.1% 11.6%
2012 8.9% 4.7% -5.0% 0.8% 8.6%
2011 -5.0% 9.7% -0.1% -17.2% 4.6%
2010 -11.7% -1.2% -13.7% 1.4% 2.1%
2009 4.8% -22.7% 14.0% 26.6% -6.1%
2008 -28.8% -20.0% 15.6% -19.9% -3.9%
2007 18.3% 7.0% 10.5% 0.4% -0.4%
2006 38.2% 17.2% 4.0% 2.3% 10.8%
2005 -2.2% 8.2% -4.2% -4.7% -1.0%
2004 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date03/08/2004
  • Share Class size05Mn
  • Base currency
  • ISIN LU0194163134

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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