Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Schoellerbank Euro Alternativ A

Ranked 971 out of 1167 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Thomas Hofer

Objective

The fund's resources are invested in international fixed interest securities which are not in Euros. The focus is on US dollars and Swiss francs. In addition, fixed interest securities investments may be made, especially in Yen and in pounds sterling. Since the coming into being of the European currency union, these are the main alternatives which are available to the investor interested in a currency related spread of assets. The fund is the ideal addition to any securities deposit mix.

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

Performance

Global over : 31/05/2016 - 31/05/2017
  • Rank 971/1167 Total Return
  • Rank 295/1167 Standard Deviation
  • Rank 319/1167 Max Drawdown
Fund Name Currency Loss
317 Invesco Floating Rate Income Series A USD USD

-3.9%

318 Mercer Global Buy and Maintain Credit M-1 GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.9%

319 Schoellerbank Euro Alternativ A USD

-4.0%

320 Tmpltn Global Bond Fund (Hedged)-A

Currency exposure is hedged

Currency exposure is hedged

CAD

-4.0%

320 JPM Global Government Bond A Acc USD Hdg

Currency exposure is hedged

Currency exposure is hedged

USD

-4.0%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 0.2%
2016 -0.4% 4.5% -1.2% 0.4% -4.0%
2015 -3.6% -1.5% 2.3% -2.5% -1.8%
2014 -2.6% 1.6% 1.7% -3.8% -1.9%
2013 -2.2% -0.8% -2.4% 1.8% -0.7%
2012 4.5% 2.5% 0.4% 0.6% 1.0%
2011 8.3% 0.2% 5.6% 2.0% 0.3%
2010 11.6% 0.9% 2.3% 9.3% -1.1%
2009 12.7% -1.8% 7.0% 8.4% -1.0%
2008 1.0% 9.3% -3.6% -4.8% 0.7%
2007 8.7% 0.6% -0.1% 5.9% 2.2%
2006 6.5% 0.0% 2.9% 1.1% 2.4%
2005 -4.1% -1.6% 0.5% -0.9% -2.2%
2004 6.8% 1.5% -4.0% 4.7% 4.7%
2003 14.3% 2.7% 4.9% 1.6% 4.5%
2002 19.1% -0.7% 10.1% 4.1% 4.6%
2001 2.7% -2.0% -1.0% 5.3% 0.4%
2000 4.7% -1.4% 1.9% -2.3% 6.6%
1999 -4.8% -1.8% -2.4% 2.6% -3.2%
1998 7.9% -0.1% 1.6% 4.7% 1.6%
1997 -1.4% -2.0% 0.3% 0.3% 0.0%
1996 -1.6% -1.3% -1.9% 1.4% 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date15/12/1995
  • Share Class size48Mn
  • Base currencyEUR
  • ISIN AT0000968961

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.70%
  • Initial investment3

Related News

The latest fund manager changes revealed

Who is coming and who is going? We reveal the latest fund manager changes to have hit our Citywire radar.

The top newcomers in global bonds

Who are the up-and-coming fund managers in the global bond sector?

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