Melden Sie sich an um unbeschränkten Zugriff zur Fondsmanager-Datenbank von Citywire zu bekommen. Die Anmeldung ist kostenlos und dauert nur wenige Minuten.

SUNARES Sustainable Natural Resources

Rang 18 von 35 in - Bodenschätze über 12 Monate
All calculations are in EUR unless stated

Verwaltet von

Colin Moor

Colin Moor was born in the UK in 1966. He graduated from University College London with a degree in German (with a Dutch subsidiary). Colin started his career at Union Bank of Switzerland in a graduate scheme and spent 10 years in private banking before leaving to establish Rometsch & Moor Ltd in 1999. Colin is currently a portfolio manager in the natural resources sector. Colin has been managing funds for over 12 years and is a chartered FCSI. Outside of fund management he enjoys tennis, skiing and mountain biking.

Udo Sutterlüty

Udo Sutterlüty was born in Egg, Austria in 1966. He attended the University of Innsbuck where he studied Business & Economics and has been working in the financial markets since 1990. Udo started his career with Creditanstalt Bankverein in Vienna as a market-maker and was promoted to chief trader in equities and derivatives in the following years. He worked in Chicago at CBOT with as well as in London at LIFFE and Refco Overseas as a senior trader. Since 1998 Udo worked with Raiffeisenbank Kleinwalsertal AG for 10 years as their Treasurer and afterwards as their main fund manager for five WALSER Funds, including the WALSER PF. In 2008 he started his own investment house Sutterlüty Investment Management GmbH. He developed, established and started together with his London Partner Colin Moor the SUNARES-Fund, which he still co-manages together with his long-term partner Colin Moor. Outside of fund management, Udo lists family life, fishing, soccer, mountain biking and walking as his main interests.

Anlageziel

The fund mainly invest in international equities of companies that primarily deal with the basic elements of earth and water, i.e. our planet's natural resources, or companies which contribute to the more efficient and economical use of these resources (Yin & Yang principles applied in the fund's investment strategy). The fund places particular emphasis on the following sectors: commodities, precious metals, water, agriculture, forestry, food products, energy and alternative energy.

Performance

Bodenschätze über : 31.08.2016 - 31.08.2017

Gesamtertrag

Auf das Jahr Quartalsperformance

bis 30.06.2017 Jährlich Q1 Q2 Q3 Q4
2017 2,5% -4,3%
2016 25,5% 4,6% 21,0% 4,5% -5,0%
2015 -3,8% 8,2% -2,3% -12,5% 4,0%
2014 2,5% 10,6% 7,6% -7,0% -7,4%
2013 -38,0% -8,1% -30,6% 7,8% -9,8%
2012 -12,1% 6,2% -18,0% 17,9% -14,4%
2011 -32,6% -5,4% -16,9% -16,2% 2,3%
2010 67,5% 7,8% -2,6% 16,0% 37,6%
2009 87,5% 7,0% 29,5% 22,3% 10,7%
2008 6,1% -33,7% -31,0%

Monatliche Performance

Rendite vs Risiko

Portfoliostruktur

Zusammensetzung

31.05.2017

Top 10 Positionen

Aktien Größe
Royal Gold Inc ORD 1,96
Aurubis AG ORD 1,94
a2 Milk Company Ltd ORD 1,93
Franco-Nevada Corp ORD 1,82
Vinci SA ORD 1,74
Hochschild Mining PLC ORD 1,67
Spirax-Sarco Engineering PLC ORD 1,65
Northern Star Resources Ltd ORD 1,59
Pan American Silver Corp ORD 1,58
Randgold Resources Ltd ORD 1,55
31.05.2017

Zum Verkauf zugelassen in

  1. Österreich
  2. Deutschland
  3. Liechtenstein
  4. Luxemburg
  5. Vereinigtes Königreich

Information über den Fonds

  • Starttermin04.03.2008
  • Größe der Anteilsklasse20Mn
  • BasiswährungEUR
  • ISIN LU0344810915

Kaufinformation

  • Mindestanlage (initial)1
  • Mindest regelmäßige Zusatzinvestition0

Gebühren

Performance bezieht sich auf die gezeigte Laufzeit (Monatsende bis Monatsende, Angebotspreis/Angebotspreis, Brutto-Erträge reinvestiert, in angezeigter Währung/angezeigten Währungen berechnet)