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OFI RS Euro Investment Grade Climate Change IC

Ranked 28 out of 135 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Yannick Lopez

Yanick Lopez studied at the University of Paris and at the Institut d'Etudes Politiques where he gained master's degrees in management science and finance & capital markets respectively. He started his career in 2000 as a covertible bond manager at CPR Asset Management. After a seven year stint he joined ADI Alternative Investments where he managed multi arbitrage portfolios. He currently works as a portfolio manager and is head of investments at OFI-AM.

Emmanuelle Serhrouchni

Objective

The SICAV's objective is to outperform its benchmark: the Bank of America Merryll Lynch Euro Corporate Index by implementing an SRI approach. In addition, the SICAV will also implement a Low Carbon approach in the energy transition through the creation of a portfolio whose greenhouse gas ("GHG") emissions produced by the underlying companies are Lower than that generated by the issuers making up the benchmark index, namely the Bank of America Merrill Lynch Euro Corporate Index.

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

Performance

Europe over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 2.8% 0.3% 0.7% 1.1% 0.6%
2016 4.4% 1.9% 1.5% 2.2% -1.1%
2015 0.0% 0.8% -1.9% -0.2% 1.4%
2014 4.3% 2.0% 1.4% 0.5% 0.4%
2013 5.2% 0.4% 0.8% 2.2% 1.7%
2012 12.2% 5.5% -1.4% 4.4% 3.3%
2011 -0.5% 0.6% 1.2% -3.0% 0.8%
2010 4.5% 3.4% -0.8% 2.5% -0.7%
2009 8.6% 0.7% 1.9% 4.2% 1.6%
2008 -3.3% -0.9% -3.1% 2.5% -1.8%
2007 -0.2% -0.6% -1.0% 1.4% 0.0%
2006 0.7% -0.7% -0.6% 2.3% -0.2%
2005 5.1% 0.8% 3.9% 0.3% 0.1%
2004 5.8% 2.7% -1.3% 1.9% 2.4%
2003 1.7% 0.5% 2.4% -0.7% -0.5%
2002 6.2% -0.2% 1.4% 3.6% 1.2%
2001 5.5% 2.3% 0.1% 1.5% 1.6%
2000 6.3% 1.9% 0.0% 1.5% 2.7%
1999 -2.8% 0.9% -2.2% -2.6% 1.1%
1998 11.1% 3.5% 1.6% 2.7% 2.9%
1997 8.2% 0.2% 3.9% 2.0% 2.0%
1996 14.0% 2.0% 2.9% 4.0% 4.5%
1995 3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date11/06/1986
  • Share Class size17Mn
  • Base currencyEUR
  • ISIN FR0000945180

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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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).