Returns are gross of PM and adm. fees
All figures are in selected currency and based on monthly data
Macquarie Investment Management (MIM) claims compliance with the Global Investment Performance Standards (GIPS®). MIM has been independently verified for the periods from January 1, 2017 through December 31, 2018. The verification reports are available upon request.
Prior to June 29, 2018, the firm was defined as ValueInvest Asset Management S.A. ValueInvest Asset Management S.A. has been independently verified for the periods from January 1, 2000 through December 31, 2017.
Performance data quoted represents past performance, which is no guarantee of future results. Please keep in mind that high, double-digit returns are highly unusual and cannot be sustained. Clients and investors should be aware that these returns were primarily achieved during favourable equity market conditions. Returns are calculated in EUR and include currency fluctuations. Composite returns are presented gross of the fees: performances are stated before management fees, but after transaction costs. Except a non-refundable tax on dividends, returns include no other tax.
MSCI World is used as reference index. The reference index is calculated with net dividends reinvested and is used for comparative purposes only.
To receive a list of composite descriptions of Macquarie Investment Management Europe S.A. and/or a presentation that complies with the GIPS standards, contact Angela Schroeder at +352 315155 – 24 or write Macquarie Investment Management Europe S.A., 10a, Boulevard Joseph II, L-1840 Luxembourg, or info@valueinvest.lu.
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Discrete Performance Periods in %
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Calendar Year Performance Periods in %
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Returns are gross of PM and adm. fees
All figures are in selected currency and based on monthly data
Macquarie Investment Management (MIM) claims compliance with the Global Investment Performance Standards (GIPS®). MIM has been independently verified for the periods from January 1, 2017 through December 31, 2018. The verification reports are available upon request.
Prior to June 29, 2018, the firm was defined as ValueInvest Asset Management S.A. ValueInvest Asset Management S.A. has been independently verified for the periods from January 1, 2000 through December 31, 2017.
Performance data quoted represents past performance, which is no guarantee of future results. Please keep in mind that high, double-digit returns are highly unusual and cannot be sustained. Clients and investors should be aware that these returns were primarily achieved during favourable equity market conditions. Returns are calculated in EUR and include currency fluctuations. Composite returns are presented gross of the fees: performances are stated before management fees, but after transaction costs. Except a non-refundable tax on dividends, returns include no other tax.
MSCI World is used as reference index. The reference index is calculated with net dividends reinvested and is used for comparative purposes only.
To receive a list of composite descriptions of Macquarie Investment Management Europe S.A. and/or a presentation that complies with the GIPS standards, contact Angela Schroeder at +352 315155 – 24 or write Macquarie Investment Management Europe S.A., 10a, Boulevard Joseph II, L-1840 Luxembourg, or info@valueinvest.lu.
{{i}}
Discrete Performance Periods in %
{{i}}
Calendar Year Performance Periods in %
{{i}}
Returns are gross of PM and adm. fees
All figures are in selected currency and based on monthly data
Macquarie Investment Management (MIM) claims compliance with the Global Investment Performance Standards (GIPS®). MIM has been independently verified for the periods from January 1, 2017 through December 31, 2018. The verification reports are available upon request.
Prior to June 29, 2018, the firm was defined as ValueInvest Asset Management S.A. ValueInvest Asset Management S.A. has been independently verified for the periods from January 1, 2000 through December 31, 2017.
Performance data quoted represents past performance, which is no guarantee of future results. Please keep in mind that high, double-digit returns are highly unusual and cannot be sustained. Clients and investors should be aware that these returns were primarily achieved during favourable equity market conditions. Returns are calculated in EUR and include currency fluctuations. Composite returns are presented gross of the fees: performances are stated before management fees, but after transaction costs. Except a non-refundable tax on dividends, returns include no other tax.
MSCI Japan is used as reference index. The reference index is calculated with net dividends reinvested and is used for comparative purposes only.
To receive a list of composite descriptions of Macquarie Investment Management Europe S.A. and/or a presentation that complies with the GIPS standards, contact Angela Schroeder at +352 315155 – 24 or write Macquarie Investment Management Europe S.A., 10a, Boulevard Joseph II, L-1840 Luxembourg, or info@valueinvest.lu.
{{i}}
Discrete Performance Periods in %
{{i}}
Calendar Year Performance Periods in %
{{i}}
Returns are gross of PM and adm. fees
All figures are in selected currency and based on monthly data
Macquarie Investment Management (MIM) claims compliance with the Global Investment Performance Standards (GIPS®). MIM has been independently verified for the periods from January 1, 2017 through December 31, 2018. The verification reports are available upon requet.
Prior to June 29, 2018, the firm was defined as ValueInvest Asset Management S.A. ValueInvest Asset Management S.A. has been independently verified for the periods from January 1, 2000 through December 31, 2017.
Performance data quoted represents past performance, which is no guarantee of future results. Please keep in mind that high, double-digit returns are highly unusual and cannot be sustained. Clients and investors should be aware that these returns were primarily achieved during favourable equity market conditions. Returns are calculated in EUR and include currency fluctuations. Composite returns are presented gross of the fees: performances are stated before management fees, but after transaction costs. Except a non-refundable tax on dividends, returns include no other tax.
MSCI Japan is used as reference index. The reference index is calculated with net dividends reinvested and is used for comparative purposes only.
To receive a list of composite descriptions of Macquarie Investment Management Europe S.A. and/or a presentation that complies with the GIPS standards, contact Angela Schroeder at +352 315155 – 24 or write Macquarie Investment Management Europe S.A., 10a, Boulevard Joseph II, L-1840 Luxembourg, or info@valueinvest.lu.