Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

GAM Euroland Value Focus IX

Ranked 60 out of 60 in - Eurozone over 12 months
All calculations are in GBP unless stated

Managed by

Hans Ulrich Jost

Hans Ulrich Jost is a fund manager, managing Euroland equity funds. He joined GAM Group in April 2012. In the past 25 years he managed Euroland equities at UBS Investment Management in Zurich, global equities at Globvest and Morgan Stanley in Zurich, Pan-European equities at Schroders in Zurich and UK/Irish equities at SBC Portfolio Management International in London. Hans Ulrich Jost graduated as an economist from the School of Economics and Business Administration in Zurich. He is based in Zurich.

Objective

The fund invests in accordance with the value approach in a concentrated portfolio of equities, which in the opinion of the investment adviser are favourably valued according to fundamental valuation criteria, with the objective of generating an above-average return compared to the MSCI EMU in the long term. The fund is suitable for investors with a long-term orientation, who know the opportunities and risks of volatile portfolios and intend to maximise their capital returns with a concentrated, value-oriented investment strategy.

Showing fund performance in United Kingdom View performance globally

Performance

Eurozone over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.2%
2018 -21.0% -3.3% -6.6% 2.1% -14.4%
2017 19.0% 5.2% 2.8% 6.4% 3.4%
2016 38.7% 1.5% -4.6% 10.4% 29.8%
2015 -0.9% 14.4% -8.3% -10.8% 5.9%
2014 -5.4% 8.8% -5.1% -5.8% -2.7%
2013 38.9% -6.9% 5.8% 24.0% 13.7%
2012 8.1% 11.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Liechtenstein
  2. Luxembourg
  3. Singapore
  4. United Kingdom

Fund Info

  • Launch date15/06/2012
  • Share Class size14Mn
  • Base currencyEUR
  • ISIN LU0777828426

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.00%

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