C-QUADRAT ARTS Best Momentum VTA (PLN hedged)
Fund Description
The investment goal of C-QUADRAT ARTS Best Momentum is long-term capital growth with a higher degree of risk. Investment decisions are generated by a computer-based trend-following trading programme. Fund selection is based on short and medium term momentum of price movements. In contrast to most traditionally managed funds of funds, C-QUADRAT ARTS Best Momentum fund's strategy does not follow a benchmark, but aims to achieve long-term absolute positive returns over all market phases. C-QUADRAT ARTS Best Momentum represents a highly active management style, where the composition of the portfolio is constantly changing.
Chances and Risks

Opportunities/Advantages

In principle, fully invested in equity funds. The equity quota may be supplement with individual stocks. The fully automatic, trend-following trading system makes investing in above-average performing sectors possible. Weak trends are superseded by stronger trends.

Risks

In principle, an equity quota of 100% (short-term money market investments are also permitted in exceptional situations). Above-average performing sectors may also experience above-average sharp corrections. Due to the use of quantitative, trend-following models and as a result of investments being temporarily concentrated in individual volatile markets, the C-QUADRAT ARTS Best Momentum may exhibit increased volatility. This means that the unit prices may also be exposed to strong upward and downward fluctuations within short periods of time.
Fund Facts
ISIN
AT0000A1H682
Shareclass
Fully Accumulating - not Austria (PLN hedged)
Investment Company
Ampega Investment GmbH
Custodian Bank
Raiffeisen Bank International AG
Inception Date
12/15/2015
Front Load
5%
Total Net Assets as of 11/22/2017
179.57 Mln EUR
Share Classes
AT0000825393 | Accumulating
Status as of 11/22/2017
249.98 EUR
AT0000A08LD9 | Fully Accumulating - not Austria
Status as of 11/22/2017
260.50 EUR
AT0000A05AE6 | Accumulating - PLN
Status as of 11/22/2017
1,046.87 PLN
AT0000A1H682 | Fully Accumulating - not Austria (PLN hedged)
Status as of 11/22/2017
111.10 PLN
Best Performing Funds
of the recent 6 Months
FPM Funds Stockpicker Germany Small/Mid Cap (EUR) Acc
May-November | Germany
21.59%
Pioneer Funds Austria - Austria Stock (EUR) Acc
May-November | Austria
18.46%
Morgan Stanley Global Opportunity AH (EURhdg) Acc
May-November | World
16.89%
Invesco Japanese Value Equity Fund AH (EURhdg) Acc
August-November | Japan
14.96%
Ratings / Awards
Performance as of 11/22/2017
Performance
Performance 1 Year
16.03%
Performance since 12/15/2015 p.a.
6.32%
Performance YTD
10.81%
Figures since 12/15/2015
Volatility p.a.
8.59%
Max. Drawdown
-11.96%
Maximum Recovery [Days]
365
Sharpe Ratio
0.74
Calculations provided by: ARTS Asset Management
Asset Allocation as of 10/31/2017
Assetclasses
Stocks
99.30%
Cash
0.70%
Factsheets & KIIDS
Key Information Documents KIIDS
Wesentliche Anlegerinformation (KID) DE
Factsheets
Factsheet PL
Documents
Language: de
Halbjahresbericht DE
Rechenschaftsbericht DE
Verkaufsprospekt (Deutschland) DE
Verkaufsprospekt DE
Language: en
Semiannual Report EN
Statement of Account EN
Sales Prospectus EN
Note: All figures are based on the NAVs calculated by the respective custodian bank. No back-test data is used in the depiction and calculation of performance and value. Past performance is no guarantee for the future development of an investment fund. Every capital investment carries risk. Rates may rise and fall. Variation of foreign exchange rates may aversely influence performance. Issuing and repurchase fees are not included in the calculations of performance. The information provided on this website are generally, not taking in consideration individual tax circumstances of the investor, and can be changed due to changes in law or administrative practice at any time. For further advices a tax consultant should be consulted. Before investing please read carefully the documents related to the relevant investment fund provided as regulated by law e.g. the latest published prospectus, the „Essential Information for Investors“ („Key Information Document“, called „KID“ or „KIID“), the investment guidelines and the latest annual and/or semi-annual report, which are available free of charge at the registered office of C-QUADRAT Wealth Management AG, Schottenfeldgasse 20, 1070 Vienna, Austria or the relevant investment company. All information is subject to confirmation.
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Performance of investments

Every financial investment carries risk... Past performance is no guarantee of the future development of the investment funds or their holdings, outlined on this Homepage. Rates may rise and fall. This includes foreign exchange rates as well. . Potential investors need to fully understand risks associated with such an investment including a potential total loss. Before investing please read carefully the documents related to the relevant investment fund provided as regulated by law e.g. the latest published prospectus (incl. the simplified prospectus or the KID „Key Information Document“), the investment guidelines and the latest annual and/or semi-annual report, which are available free of charge at the registered office of C-QUADRAT Kapitalanlage AG, Schottenfeldgasse 20, 1070 Vienna, Austria.Please be advised that the net value development of financial instruments may be affected substantially by provisions, taxes and other deductions. ARTS Asset Management GmbH has reservedthe right to make changes or amendments on the provided information at any time.

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