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LIGA-Pax-Corporates-Union

Ranked 120 out of 314 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 : 30/06/2016 - 30/06/2017
  • Rank 120/314 Total Return
  • Rank 69/314 Standard Deviation
  • Rank 86/314 Max Drawdown
Fund Name Currency Loss
85 Evli European Investment Grade B EUR

-1.4%

86 LBBW Unternehmensanleihen Euro Offensiv EUR

-1.5%

86 LIGA-Pax-Corporates-Union EUR

-1.5%

88 ESPA BOND CORPORATE BB T

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.5%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 0.4% 0.7%
2016 3.5% 1.6% 0.9% 1.5% -0.5%
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 size138Mn
  • 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).