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ERSTE RESPONSIBLE BOND EURO-CORPORATE T

Ranked 170 out of 309 in - Euro Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Martin Cech

Martin Cech started his career at VBV Pensionkasse in 1998 where he was a senior investment manager. In 2006 he joined Erste Sparinvest/VINIS where he was a senior portfolio manager and is currently a portfolio manager at Erste Sparinvest where he specialises in European bonds. Martin holds the Certified Portfolio Manager Diploma.

Objective

The fund invests primarily in euro- denominated corporate bonds of European issuers with excellent to average credit ratings. Its investment universe is based on ethical-sustainable factors, applying the following exclusion criteria: nuclear power, genetic engineering, child labour, proven (severe) abusive business practices, pornography, defense/weapons, tobacco, (avoidable) animal testing, capital punishment and violation of the ILO protocol. The credit rating of the bonds in the fund is primarily investment grade between AAA to BBB (or Moodys Aaa - Baa3).

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

Performance

Euro Corporates over : 28/02/2016 - 28/02/2017
  • Rank 170/309 Total Return
  • Rank 147/309 Standard Deviation
  • Rank 186/309 Max Drawdown
Fund Name Currency Risk
145 JPM Euro Corporate Bond A Acc EUR EUR

3.2

145 Jyske Invest Hojt Ratede Virksomhedsobl

Currency exposure is hedged

Currency exposure is hedged

DKK

3.2

147 Danske Invest Euro Inv Grade Obligationer KL EUR

3.2

147 UBI SICAV - Euro Corporate Bond R EUR

3.2

147 ERSTE RESPONSIBLE BOND EURO-CORPORATE T EUR

3.2

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 4.7% 2.4% 1.4% 2.2% -1.4%
2015 -1.1% 1.4% -3.1% -0.6% 1.2%
2014 7.6% 2.6% 2.3% 1.1% 1.4%
2013 1.5% 0.8% -1.1% 1.3% 0.4%
2012 12.9% 5.0% 0.8% 3.7% 2.8%
2011 -0.6% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date02/05/2011
  • Share Class size136Mn
  • Base currencyEUR
  • ISIN AT0000A0PHJ4

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment3.5

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