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Iqam Balanced Aktiv (ra) (0P000153S3)

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98.310 +0.250    +0.25%
22/11 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 70.22M
Type:  Fund
Market:  Austria
Issuer:  Spängler IQAM Invest GmbH
ISIN:  AT0000A1AK00 
Asset Class:  Equity
Spängler IQAM Austrian MedTrust R A 98.310 +0.250 +0.25%

0P000153S3 Overview

 
On this page you'll find an in-depth profile of Iqam Balanced Aktiv (ra). Learn about the key management, total assets, investment strategy and contact information of 0P000153S3 among other information.
Category

EUR Cautious Allocation - Global

Total Assets

70.22M

Expenses

Inception Date

Dec 02, 2014

Contact Information

Address Franz-Josef-Straße 22
Salzburg,. 5020
Austria
Phone +43 505 8686-0
Fax +43 505 8686-869

Top Executives

Name Title Since Until
Thomas Kaiser Portfolio Manager 2021 Now
Biography Mr. Kaiser attended Indiana University’s Kelley School of Business where he earned Bachelor of Science degrees in finance, business economics, and public policy analysis. Mr. Kaiser has earned his designation as a Chartered Financial Analyst. As a portfolio manager for Dividend Performers, he helps with the security selection process, asset allocation, and portfolio analytics. Mr. Kaiser performs similar duties for the Adviser’s various other strategies and at Sheaff Brock Investment Advisors, LLC (SBIA), an affiliate of the Adviser. He has more than 10 years of experience in the financial services industry beginning with Northern Trust, then with Fitch Ratings, and most recently with 40|86 Advisors from 2016 to 2020. Mr. Kaiser has been with the Adviser since 2021 and with SBIA since 2020.
Franz Schardax - 2013 2021
Gerald Stadlbauer - 2011 2012
Nicholas Daxelhoffer Senior Portfolio Manager, Head of Balanced Mandates 1998 2003
Biography Nicholas Daxelhoffer joined Pictet & Cie in 1990 and is both a Senior Investment Manager and Head of Balanced Mandates, Zurich. Nicholas began his career at Swiss Life Insurance in the department Math & Statistics catering to institutional clients where he calculated offers for corporate clients. After his studies he worked at Vontobel & Cie Zurich in the Portfolio Management & Swiss Research department. Nicholas holds a degree in economics from the University of Zurich.
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