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

KEPLER Ethik Rentenfonds A

Ranked 261 out of 506 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 : 31/12/2016 - 31/12/2017
  • Rank 261/506 Total Return
  • Rank 336/506 Standard Deviation
  • Rank 307/506 Max Drawdown
Fund Name Currency Return
261 SpaenglerPrivat: Ertrag (T) EUR

0.5%

261 KEPLER Ethik Rentenfonds A EUR

0.5%

263 UniInstitutional European Bonds EUR

0.5%

263 Fructi ISR Obli Euro RC EUR

0.5%

263 Oblival C EUR

0.5%

Fund Name Currency Loss
307 EIS Insurance Unit Europe Bonds ID1 EUR

-1.0%

307 Synchrony (LU) Bonds (EUR) I EUR

-1.0%

307 HYPO-RENT A EUR

-1.0%

307 NB Euro Bond EUR

-1.0%

307 Saint Philippe Obligations C EUR

-1.0%

307 KEPLER Ethik Rentenfonds A EUR

-1.0%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 0.5% -0.4% 0.1% 0.2% 0.7%
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 size112Mn
  • Base currencyATS
  • ISIN AT0000815006

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment3

Related News

Vortrefflich! Germany’s newly-rated managers revealed

Citywire Global runs the rule over the rising talent in the German fund management industry.

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