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LIGA-Pax-Corporates-Union

Ranked 191 out of 310 in - Euro Corporates over 12 months
All calculations are in EUR unless stated

Managed by

Michael Kobel

Objective

The fund's assets are mainly invested in international corporate bonds denominated in Euro. The fund management may also add foreign currency securities however currency risks have to be hedged. Focus lies on issuers listed in the Ethical Index Euro Corporate Bond.

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

Performance

Euro Corporates over : 31/03/2015 - 31/03/2016
  • Rank 191/310 Total Return
  • Rank 81/310 Standard Deviation
  • Rank 110/310 Max Drawdown
Fund Name Currency Loss
108 LBBW Unternehmensanleihen Euro Select EUR

-3.4%

109 Robeco Euro Credit Bonds DH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

110 LIGA-Pax-Corporates-Union EUR

-3.4%

110 Nordea 1 - European Corporate Bond Plus BI EUR EUR

-3.4%

112 Nordea 1 - European Diversified Corp Bd BP EUR EUR

-3.4%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 1.6%
2015 -1.3% 1.3% -3.0% -0.5% 0.9%
2014 8.6% 2.5% 2.4% 2.0% 1.6%
2013 1.8% 0.7% -1.0% 1.4% 0.7%
2012 11.9% 5.7% 0.0% 3.6% 2.2%
2011 2.1% 0.5% 1.6% -1.3% 1.4%
2010 4.2% 3.6% -0.4% 2.8% -1.7%
2009 18.9% -1.9% 8.4% 9.5% 2.1%
2008 -12.2% -1.4% -0.9% -3.9% -6.4%
2007 -1.9% 0.4% -1.3% 0.1% -1.2%
2006 -0.1% -1.6% -0.8% 2.4% -0.1%
2005 2.7% 0.5% -0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg

Fund Info

  • Launch date25/01/2005
  • Share Class size153Mn
  • Base currencyEUR
  • ISIN LU0199537852

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment50

Charges

  • Annual management0.60%

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