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KEPLER Ethik Rentenfonds A

Ranked 395 out of 517 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 : 30/09/2016 - 30/09/2017
  • Rank 395/517 Total Return
  • Rank 322/517 Standard Deviation
  • Rank 361/517 Max Drawdown
Fund Name Currency Return
393 Richelieu Bond-Euro Prime Cap EUR

-2.3%

394 Amundi Euro Rent A EUR

-2.3%

395 KEPLER Ethik Rentenfonds A EUR

-2.3%

396 PARVEST Covered Bond Euro Classic C EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.4%

397 BL Bond Euro B Cap EUR

-2.4%

397 KBC Institutional Euro Bonds Cap EUR

-2.4%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.4% 0.1% 0.2%
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 size113Mn
  • 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).