Joyful comeuppance upon the arrival.
In a challenging capital market environment, marked by increased volatility, economic optimism versus inflation uncertainties, and concerns about the Delta variant of the Corona virus, four funds in the portfolios of four investors have displayed positive performance since July 7, 2021.
The statement "At your marks, get set, funds!" was made approximately two weeks ago, signalling the beginning of this period of assessment.
Sven Stoll's portfolio, for instance, has seen a positive performance of 1.02 percent from the Vontobel Fund - Emerging Markets Corporate Bond B-USD (ISIN: LU1750111707).
In a similar vein, Sven Lindner's portfolio boasts a positive performance of 0.51 percent from the US equity ETF UBS - MSCI USA Socially Responsible UCITS ETF-(USD) A-acc.
Sven Rambau's portfolio, on the other hand, has a positive performance of 0.08 percent from the mixed fund Flossbach von Storch SICAV - Multiple Opportunities-R (ISIN: LU0323578657).
However, it's important to note that specific performance data as of July 22, 2021, for the requested funds is not entirely comprehensive.
For the Flossbach von Storch SICAV - Multiple Opportunities-R (ISIN LU0323578657), historical year-end price data shows for 2021 the approximate value range as: - Early 2021: ~267.81 EUR - Later dates in 2021 around July-December: between 262.67 and 302.87 EUR (exact July 22 value not provided, but the price fluctuated near these values)
Unfortunately, direct or historical performance information for the Kapital Plus-A - (EUR) (ISIN DE0008476250) and Vontobel Fund - Emerging Markets Corporate Bond B-USD (ISIN LU1750111707) was not found in the current search results. Further data would typically be obtained from official fund statements or financial platforms specializing in fund histories.
Similarly, no specific performance data for the UBS - MSCI USA Socially Responsible UCITS ETF - (USD) A-acc was uncovered in the search results. This ETF tracks the MSCI USA SRI Index, so its return would broadly correspond to the socially responsible segment of the US equity market around mid-2021; exact NAV or return figures are not presented here.
Derfonds invites investors to share their investment strategies by sending a screenshot of their model portfolio, along with a few lines of explanation, to [email protected]. The development of the funds in the four portfolios will be shown on the next pages.
Other investors might consider exploring personal-finance avenues like Sven Stoll, Sven Lindner, and Sven Rambau, who have demonstrated positive fund performances in the past week's challenging market environment. However, it's crucial to mention that comprehensive performance data for funds like the Kapital Plus-A - (EUR), Vontobel Fund - Emerging Markets Corporate Bond B-USD, and UBS - MSCI USA Socially Responsible UCITS ETF - (USD) A-acc are yet to be found, which highlights the importance of keeping track of funds through official statements or specialized financial platforms.
