Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

BarReserve T

Ranked 177 out of 194 in - Euro Short Term over 36 months
All calculations are in EUR unless stated

Managed by

Bernhard Selinger

Objective

The fund is a fund close to the money market, which invests in short term bonded loans, money market papers from domestic and foreign issuers of the best credit standing, and time balances and deposits. The short interest rate control period means that the fund offers attractive returns with a steady development in value. The fund is an optimal securities investment for short to medium term savings objectives (around 3 years).

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Euro Short Term over : 31/01/2015 - 31/01/2018
  • Rank 177/194 Total Return
  • Rank 34/194 Standard Deviation
  • Rank 144/194 Max Drawdown
Fund Name Currency Return
175 CM-CIC Obli Court Terme C EUR

-1.2%

176 JPM Euro Short Duration Bond A Acc EUR EUR

-1.5%

177 BarReserve T EUR

-1.7%

178 Andbank Funds FCP Medicompte Euro Short Term EUR

-1.7%

179 IMGP Second EUR

-1.7%

Fund Name Currency Risk
34 BFT Credit 12 Mois ISR I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.4

34 LFPI Short Duration I EUR

0.4

34 BarReserve T EUR

0.4

34 Raiffeisen-Euro-ShortTerm-Rent R A EUR

0.4

34 Spaengler IQAM ShortTerm EUR (RA) EUR

0.4

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 -0.9% -0.2% -0.2% -0.1% -0.4%
2016 -0.1% 0.2% 0.0% 0.1% -0.3%
2015 -0.4% 0.1% -0.3% 0.0% -0.1%
2014 0.9% 0.4% 0.3% 0.3% 0.0%
2013 0.0% 0.0% -0.3% 0.2% 0.0%
2012 3.2% 1.3% 0.4% 1.1% 0.4%
2011 1.8% -0.4% 0.6% 1.1% 0.4%
2010 0.8% 1.0% 0.1% 0.2% -0.5%
2009 2.8% -0.2% 1.2% 1.3% 0.4%
2008 4.3% 0.4% 0.1% 1.3% 2.4%
2007 2.4% 0.6% 0.4% 0.9% 0.5%
2006 1.0% -0.1% 0.2% 0.8% 0.2%
2005 1.7% 0.4% 1.4% 0.1% -0.3%
2004 2.5% 1.0% -0.1% 0.9% 0.8%
2003 2.8% 1.0% 1.0% 0.5% 0.4%
2002 4.7% 0.3% 1.3% 2.0% 1.0%
2001 4.9% 1.5% 1.0% 1.5% 0.9%
2000 3.9% 0.7% 0.6% 1.0% 1.6%
1999 2.1% 0.9% 0.6% 0.2% 0.4%
1998 5.2% 1.4% 1.1% 1.4% 1.1%
1997 4.0% 1.1% 1.2% 0.8% 0.9%
1996 5.7% 1.4% 1.1% 1.4% 1.6%
1995 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria

Fund Info

  • Launch date01/02/1995
  • Share Class size13Mn
  • Base currencyEUR
  • ISIN AT0000952486

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.36%
  • Initial investment0.36

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).