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Perinvest (Lux) - Harbour US Equity A USD

Ranked 42 out of 139 in - US over 12 months
All calculations are in EUR unless stated

Managed by

Chip Paquelet

Prior to founding Skylands Capital in 2004, Chip was a principal at Strong Capital Management, Inc. which he joined in 1989. During his tenure at Strong, he served as portfolio manager of two private investment partnerships, an offshore hedge fund, four mutual funds and numerous separate accounts. Prior to joining Strong, Chip worked as a financial analyst for B.F. Goodrich & Company. Chip earned his Bachelor of Science degree from Case Western Reserve University's Weatherhead School of Business in 1987. He then entered Indiana University's Master of Business Administration program which he completed in 1989 with a specialisation in finance. Chip earned the right to use the Chartered Financial Analyst designation.

Objective

The objective of the fund is to generate the highest level of return, assuming above average risk levels during the periods of favorable market conditions. During periods of uncertain market conditions, it seeks to preserve capital. The investment policy of the Sub-Fund is to invest principally (i.e. min. 50% of the Sub-Funds net assets) in a diversified portfolio of equity and equity related securities, including warrants, issued by US companies.

Showing fund performance in Belgium View performance globally

Performance

US over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -9.5%
2017 11.3% 5.6% -4.8% 3.2% 7.2%
2016 19.1% -8.0% 4.3% 10.1% 12.7%
2015 -0.1% 13.5% -7.2% -12.6% 8.7%
2014 29.4% 2.4% 6.6% 6.4% 11.4%
2013 17.5% 10.3% 1.9% 1.1% 3.4%
2012 12.9% 9.8% -0.2% 3.2% -0.1%
2011 -1.8% -1.8% -1.6% -10.4% 13.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Luxembourg
  5. United Kingdom

Fund Info

  • Launch date30/11/2010
  • Share Class size21Mn
  • Base currencyUSD
  • ISIN LU0564489937

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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