Header - Lingohr-Europa-Systematic-Invest + ISIN
Lingohr-Europa-Systematic-Invest | ISIN: DE0005320097 |
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Lingohr-Europa-Systematic-Invest | ISIN: DE0005320097 |
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Description - Strategy (LinEUR)
Strategy:
The Lingohr-Europa-Systematic-Invest is an European equity fund. The fund pursues a long-term, value-oriented and systematic investment approach. Its foundation consists of a systematic stock screening (CHICCO) combined with fundamental analysis of all buy candidates.
Portfolio construction is characterized by equal-weighting country-modules as well as single stocks within these modules in order to be broadly diversified and to avoid cluster risks. The fund's objective is to achieve long-term asset growth and outperformance against the benchmark.
Fund data:
| ISIN: | DE0005320097 | ||
| Inception date: | 01.10.2003 | ||
| Fund size (12/31/2015): | EUR 121.18m | ||
| Fund currency: | EUR | ||
| Minimum Investment: | EUR 500 one-time/ EUR 25 regular | ||
| Dividends: | reinvested | ||
| Fiscal year-end: | 31st of December | ||
Performance related fee: | No |
|
TER: |
1.96% p.a. |
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Verwaltungsgebühr: |
1.65% p.a. |
Performance (Net of fees in EUR and USD):
Legal note - Performance below tables (LinEUR)
Past performance of financial instruments is no guarantee of future results.