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DB Platinum CROCI Sectors Fund I2C

Ranked 323 out of 508 in - Global over 36 months
All calculations are in GBP unless stated

Objective

The Investment Objective is to invest in a portfolio of shares issued by large companies in the United States, Europe and Japan, selected using the CROCI Sectors Strategy which selects shares on the basis of an economic valuation using the CROCI methodology. The Strategy identifies the three industry sectors (excluding financial) with the lowest median CROCI economic price-earnings ratio. The Fund will adopt a Direct Investment Policy.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/10/2014 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 0.7% 0.3%
2016 42.3% 5.8% 8.0% 13.5% 9.7%
2015 -8.6% 5.4% -7.7% -8.0% 2.2%
2014 14.0% 1.7% 5.6% 5.0% 1.0%
2013 30.0% 23.2% 2.0% 1.2% 2.2%
2012 1.5% 4.9% -5.0% 2.7% -0.9%
2011 6.5% 3.0% 1.3% -7.8% 10.8%
2010 20.0% 10.2% -10.1% 7.1% 13.0%
2009 20.0% 6.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Spain
  8. Sweden
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date08/04/2009
  • Share Class size204Mn
  • Base currencyEUR
  • ISIN LU0419225080

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.75%
  • Initial investment0

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