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KEPLER Ethik Rentenfonds A

Ranked 136 out of 518 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 : 30/06/2015 - 30/06/2016
  • Rank 136/518 Total Return
  • Rank 204/518 Standard Deviation
  • Rank 209/518 Max Drawdown

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 size111Mn
  • 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).