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Antecedo Strategic Invest

Ranked 73 out of 73 in - Market Neutral over 12 months
All calculations are in EUR unless stated

Managed by

Kay-Peter Tönnes

Kay-Peter Tönnes co-founded Antecedo Asset Management GmbH in 2006, where he currently manages different investment strategies for mutual funds, special funds and offers overlay management for institutional clients. Before founding Antecedo, Kay-Peter was a founding member of Lupus Alpha Alternative Solutions GmbH in Frankfurt, where he was responsible for the development of different alternative investment strategies and launched one of the first hedge funds in Germany. Prior to this, he worked for several years as a senior portfolio manager at Metzler Investment GmbH in Frankfurt. He started his career as a portfolio manager at Basler Versicherungs AG in Bad Homburg. Kay-Peter received his diploma degree in business science from the University of Cologne.

Objective

The aim of the fund is to generate a capital appreciation over the medium to long term. The fund uses option premiums and trading strategy. Cash and cash equivalents are invested in short-term international investment grade bonds (government bonds, mortgage bonds). The option premium strategy is the combination of counter derivatives structures on stock index basis. The long-running stock index options are purchased and short-term stock index options are sold. As a part of the trading strategy the exposure over derivative positions and against the fluctuation of assets can be built up.

Showing fund performance in Hong Kong View performance globally

Performance

Market Neutral over : 30/09/2017 - 30/09/2018
  • Rank 73/73 Total Return
  • Rank 73/73 Standard Deviation
  • Rank 73/73 Max Drawdown
Fund Name Currency Return
69 KLS Zebra Global Equity Beta Neutral SP EUR EUR

-10.5%

70 Wellington Glbl Thematic Market Neutral EUR EC H

Currency exposure is hedged

Currency exposure is hedged

EUR

-17.2%

71 Peacock European Alpha Builder UI I EUR

-19.2%

72 Antecedo Independent Invest A EUR

-34.0%

73 Antecedo Strategic Invest EUR

-37.0%

Fund Name Currency Loss
69 AC Adaptive Diversification 12 EUR A EUR

-11.8%

70 Wellington Glbl Thematic Market Neutral EUR EC H

Currency exposure is hedged

Currency exposure is hedged

EUR

-17.2%

71 Peacock European Alpha Builder UI I EUR

-21.2%

72 Antecedo Independent Invest A EUR

-34.5%

73 Antecedo Strategic Invest EUR

-37.0%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -21.5% -0.3% -3.9%
2017 -38.8% -10.7% -15.6% -2.9% -16.3%
2016 -1.4% -7.8% 7.6% -3.7% 3.2%
2015 13.2% -2.4% 25.3% -20.2% 16.1%
2014 4.1% 0.5% -0.9% -3.3% 8.1%
2013 -1.0% -0.8% -0.2% -0.7% 0.7%
2012 75.8% 27.0% 18.8% 10.6% 5.4%
2011 -24.3% -0.3% 4.6% -50.8% 47.4%
2010 6.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date02/08/2010
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN DE000A0YJL93

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.70%
  • Initial investment1.70%

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