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KEPLER Ethik Rentenfonds A

Ranked 273 out of 525 in - Euro over 12 months
All calculations are in EUR unless stated

Managed by

Uli Krämer

Uli Krämer was born during the late sixties. He studied at the Johannes Kepler University graduating with an MA in economics. He has over 20 years of investment experience, starting out as a portfolio manager at Raiffeisen in 1991, and after a seven year spell he joined Kepler Fonds where he is a portfolio manager and is head of fixed income investments.

Objective

The investment fund invests at least 51% of assets in bonds issued by international issuers, taking into account ethical exclusion criteria such as: for countries: death penalty, authoritarian regimes, serious corruption, money laundering, human rights violations, nuclear energy, non-ratification of UN climate protection protocols, for companies: GMO, animal experimentation, tobacco, alcohol, gambling, chlorine-organic mass products, biocides, pornography and embryo research, violation of human and labor rights as well as child labor.

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

Performance

Euro over : 30/04/2016 - 30/04/2017
  • Rank 273/525 Total Return
  • Rank 303/525 Standard Deviation
  • Rank 365/525 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 -0.4%
2016 3.4% 2.8% 1.5% 1.3% -2.2%
2015 -0.2% 2.0% -3.5% 1.2% 0.2%
2014 10.6% 3.1% 2.7% 2.5% 1.9%
2013 0.2% 0.9% -1.2% 0.2% 0.3%
2012 10.6% 2.2% 2.1% 3.4% 2.5%
2011 5.8% -0.9% 2.1% 4.1% 0.5%
2010 4.4% 2.7% 2.0% 2.4% -2.7%
2009 7.4% -0.2% 2.0% 4.8% 0.7%
2008 4.3% 1.9% -2.5% 1.5% 3.4%
2007 0.0% -0.1% -2.1% 1.4% 0.8%
2006 -1.1% -2.1% -1.0% 2.7% -0.6%
2005 4.3% 0.8% 3.8% 0.5% -0.8%
2004 7.1% 2.7% -1.2% 2.9% 2.6%
2003 0.0% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date16/12/1998
  • Share Class size114Mn
  • Base currencyEUR
  • ISIN AT0000815006

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment3

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