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KEPLER Ethik Rentenfonds A

Ranked 160 out of 522 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

Fund invests in Global Euro Bonds or Euro Hedged Bonds with an Investment Grade Rating. Additional ethical rules apply (i. e.: some industry branches excluded).

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

Performance

Euro over : 31/08/2015 - 31/08/2016
  • Rank 160/522 Total Return
  • Rank 224/522 Standard Deviation
  • Rank 242/522 Max Drawdown
Fund Name Currency Return
158 AXA Euro Obligations D EUR

5.8%

159 NN First Class Obligatie Fonds EUR

5.8%

160 KEPLER Ethik Rentenfonds A EUR

5.8%

161 UniInstitutional European Gov Bds Peripherie EUR

5.7%

162 db Advisory Multibrands-PIMCO Euro Cn Bd Fd LDQ EUR

5.7%

162 LahiTapiola Pohjoinen Yrityskorko A

Currency exposure is hedged

Currency exposure is hedged

EUR

5.7%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 2.8% 1.5%
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 size116Mn
  • Base currencyEUR
  • ISIN AT0000815006

Purchase Info

  • Min. initial investment0
  • 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).