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ERSTE RESPONSIBLE BOND EURO-CORPORATE T

Ranked 98 out of 310 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 : 31/03/2015 - 31/03/2016
  • Rank 98/310 Total Return
  • Rank 143/310 Standard Deviation
  • Rank 138/310 Max Drawdown
Fund Name Currency Return
96 Natixis Credit Euro I EUR

-0.1%

97 Robeco Euro Credit Bonds DH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

98 ERSTE RESPONSIBLE BOND EURO-CORPORATE T EUR

-0.2%

99 Insight Euro Corporate Bond A Acc EUR EUR

-0.2%

99 Liquid Stressed Debt Fund R EUR

-0.2%

Fund Name Currency Risk
143 ERSTE RESPONSIBLE BOND EURO-CORPORATE T EUR

4.1

143 Evli Corporate Bond B

Currency exposure is hedged

Currency exposure is hedged

EUR

4.1

143 NN (L) Euro Sustain Crdt (ex.fin) P Cap EUR EUR

4.1

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 2.4%
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 size133Mn
  • Base currencyEUR
  • ISIN AT0000A0PHJ4

Purchase Info

  • Min. initial investment0
  • 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).