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Privileged Portfolio Pro 85 MAY

Ranked 502 out of 2362 in - Flexible over 12 months
All calculations are in EUR

Managed by

Jonathan McGarvey

Objective

The Privileged Portfolio Pro 85 funds are balanced investments within a unique and innovative investment concept. Investment is managed daily by specialised fund managers. When the markets fall the mathematical management model applied by the PP Pro 85 funds aims to place a floor price under the annualised net asset value. This is equal to 85% of the value of your investment and is set annually for the following year. This objective does not however constitute a guarantee, either of the return or of the redemption price, which could be below the floor price. When the s the markets is rising the PP Pro 85 funds focus on returns.

Performance

Flexible over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 4.5% 1.4% 3.4% -0.3%
2013 13.6% 7.3% -1.7% 2.5% 5.2%
2012 4.9% 3.6% -3.2% 4.4% 0.2%
2011 -8.1% -1.2% -1.5% -7.9% 2.5%
2010 9.0% 6.7% -4.1% 0.6% 5.8%
2009 19.0% -0.4% 3.3% 9.8% 5.4%
2008 -18.3% -6.6% -4.0% -5.3% -3.8%
2007 -3.3% 0.0% 4.3% -2.8% -4.6%
2006 7.4% 0.2% 3.9% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium

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