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PE-Invest 1

Ranked 68 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Objective

A private equity Fund. The investment objective of the Fund is to achieve a long-term capital growth, which is higher than expected average stock markets long-term return, by investing in equities of unlisted companies.

Showing fund performance in Chile View performance globally

Performance

Long/Short Equity over : 30/09/2017 - 30/09/2018
  • Rank 68/169 Total Return
  • Rank 144/169 Standard Deviation
  • Rank 115/169 Max Drawdown
Fund Name Currency Return
66 ABN AMRO Total Return Global Equities C EUR

0.9%

67 Man GLG European Mid-Cap Eqty Alt INF EUR EUR

0.7%

68 PE-Invest 1 EUR

0.7%

69 FundLogic Glbl Eq Risk Premia L/S UCITS A Acc EUR EUR

0.7%

70 Artemis Pan European Absolute Return I EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6%

Fund Name Currency Loss
113 ABN AMRO Total Return Global Equities C EUR

-5.7%

114 InRIS UCITS PLC-R Parus I EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.8%

115 PE-Invest 1 EUR

-5.9%

116 Fonditalia Flexible Europe - R EUR

-5.9%

117 Tavau Swiss Fund EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.9%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.4% 5.4% 0.0%
2017 -19.4% -2.4% -0.6% -11.8% -5.9%
2016 2.4% -0.7% 2.2% -4.2% 5.4%
2015 7.8% 3.1% 2.0% 1.0% 1.5%
2014 12.0% 1.4% 2.5% 5.3% 2.4%
2013 4.6% 1.9% 0.1% 1.0% 1.6%
2012 8.1% 2.5% 4.0% 0.9% 0.4%
2011 9.0% 6.0% 3.1% 2.3% -2.5%
2010 14.8% 5.3% 4.0% 3.6% 1.2%
2009 -9.3% -10.2% -2.7% 1.0% 2.8%
2008 -5.3% 3.2% -1.3% -2.4% -4.7%
2007 2.0% 0.0% 2.1% 2.2% -2.3%
2006 0.7% 0.7% 0.0% 0.0% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg

Fund Info

  • Launch date21/11/2005
  • Share Class size194Mn
  • Base currencyEUR
  • ISIN LU0229501001

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

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