Home Dr. Kohlhase Vermögensverwaltungsgesellschaft mbH

NESTOR Gold

Investment strategy

The NESTOR Gold fund invests mainly in gold stocks. This includes everything to do with producing, processing and trading gold and other precious metals, but the focus is on production.

Stock are selected using a bottom-up approach that analyses individual companies and then assesses the opportunities for the sector and the market as a whole.

The fund is broadly diversified and also holds 15-20% of its assets in exploration companies.

The NESTOR Gold fund is available as unit class -B- and unit class -V-.

Fund manager

Erich Beat Meier has been part of Walter Wehrli`s team since April 2012 and provides advice to clients including NESTOR Gold. The Swiss national looks back on a career spanning 30 years in the international financial markets.

Meier joined UBS in 1985, where he completed a banking apprenticeship and training as a Chartered Financial Analyst (CFA). The Swiss national gained ten years of experience in private banking, in investment research and institutional asset management, and also completed a financial internship in private banking and asset management in London.
In 1998 Meier joined the Zürcher Kantonalbank as Head of the Strategy & Commodities for Shares business unit. In this position, he was jointly responsible, among other things, for setting up the ZKB Ressourcen Vision fund, and was co-founder and Portfolio Manager of the ZKB Precious Metals ETF, ZKB’s greatest success story in the investment fund business.

Walter Wehrli has over 30 years experience of the world of international finance, and has been managing NESTOR Gold since its inception in 2002.

Wehrli´s career started in 1983, when he joined Banque Louis Dreyfus, trading derivatives and securities. He moved to UBS in 1992, at first occupying a variety of positions in asset management and investment banking before becoming Deputy Head of the Emerging Markets team in 1994, remaining there until 1998. During this period, he also carried out cross-boarder analyses on steel, coal and gold, and took on his first portfolios - a South African equity fund and the UBS Gold fund.

In 1999, he and Marc Gugerli set up their own firm. He is a recognised gold expert and advises well-known investment companies and asset managers. As well as NESTOR´s gold fund, the team looks after the Gold2000 Fund and the Julius Baer Multipartner - Gold Equity Fund. Further he was Sud-Advisor of the LODH World Gold Expertise Fund from 2003 to 2011.

The NESTOR Gold has received many awards for its performance. Sauren Fonds-Research AG, for example, has honoured Walter Wehrli´s achievements with two gold medals, most recently at the Golden Awards 2013.

As of June 30th 2021, gold bullion closed at US$ 1’770.11/oz., an increase of 3.7% in the reporting…

- Change in the fund management fee

- Change in the calculation of the performance fee

- Change in…

Fund information

 Launch dateISINWKNBloombergCountry of Registration
unit class -B-03.06.2002LU0147784465570771NESGOLB LXLuxembourg, Germany, Austria
unit class -V-01.07.2016LU1433074330A2ALWQNESGOLV lXLuxembourg, Germany, Austria

Information

Sorry, most of our information material is only available in German language. If you are interested in a special document, please try the German versions below or give us a notice, so we can provide you with a translated version if available.

 MRKIIDOMARHR
NESTOR Gold -B-MBKIIDVPJBHB
NESTOR Gold -V-MBKIIDVPJBHB

MR = Monthly Report, KIID = KIID, OM = Offering Memorandum, AR = Report by year, HR = Report by halfyear 

Awards

PLEASE NOTE: The information provided above is classified as a promotion . Past performance is no guarantee of future performance. Performance is shown excluding costs (Buy/Sale/Hold). A list of the funds rewards and risks is enclosed in the factsheet. This and other sales documents can be found in sector “Information”. Please also read additional details here.