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RW Rentenstrategie

Ranked 42 out of 135 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Karl-Heinz Walz

Objective

The fund invests predominantly in fixed-interest securities, corporate bonds and participating bonds. Shares, shareholding funds may be added as well as convertible bonds and share certificates.

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

Performance

Europe over : 31/12/2016 - 31/12/2017
  • Rank 42/135 Total Return
  • Rank 50/135 Standard Deviation
  • Rank 41/135 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 1.9% 0.6% 0.4% 0.7% 0.3%
2016 3.3% 0.9% 0.8% 1.5% 0.1%
2015 0.2% 2.5% -1.8% -1.1% 0.6%
2014 4.8% 1.6% 1.7% 0.8% 0.7%
2013 2.3% 0.9% -0.3% 0.8% 0.9%
2012 7.7% 3.1% 0.2% 2.6% 1.7%
2011 3.2% 0.3% 1.2% 0.1% 1.7%
2010 5.7% 3.4% 0.6% 2.0% -0.4%
2009 11.3% 1.2% 4.6% 3.7% 1.4%
2008 -1.1% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date04/04/2008
  • Share Class size75Mn
  • Base currency
  • ISIN DE000A0MU789

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

  • Annual management0.20%
  • Initial investment1

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