In the latest Citywire update, the SUNARES fund achieved first place for performance in the country rankings for:
in the equity fund sector 'natural resources' for the last 5 years. Furthermore, SUNARES also placed first in the risk category max. drawdown in Germany and Austria and second place in the UK, which should make all risk-conscious investors particularly happy.
As a result, the fund has shown the best Calmar ratio (Drawdown ratio) in its sector over the last five years and is particularly interesting for investors who do not consider the volatility of a fund as the most important risk parameter, but instead take into account the maximum drawdown over a certain period of time. Importantly, the SUNARES fund achieved this result without the use of derivatives or by carrying cash holdings, as the fund is always invested as close to 100% as possible. These rankings are the result of good stock picking and strong sector selection and we hope to continue on the same pathway for the years to come.