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Schoellerbank Euro Alternativ A

Ranked 767 out of 1045 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 : 30/09/2016 - 30/09/2017
  • Rank 767/1045 Total Return
  • Rank 254/1045 Standard Deviation
  • Rank 262/1045 Max Drawdown
Fund Name Currency Return
765 Franklin Templeton SinoAm Gl Inv-grade Bd Fd A USD

0.3%

766 Generali Obligations Internationales USD

0.3%

767 Schoellerbank Euro Alternativ A USD

0.3%

768 NN (L) Global Bond Opportunities P Cap USD USD

0.2%

769 BMO Global Absolute Return Bond F GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

0.2%

Fund Name Currency Loss
260 Mercer Global Buy and Maintain Credit M-1 GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.9%

260 Deutsche Enhanced Global Bond Fund;S USD

-3.9%

262 Schoellerbank Euro Alternativ A USD

-4.0%

263 Purpose Tactical Investment Grade Bond Class A USD

-4.0%

264 Tmpltn Global Bond Fund (Hedged)-A

Currency exposure is hedged

Currency exposure is hedged

CAD

-4.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.2% 2.4% 1.7%
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 size44Mn
  • Base currencyEUR
  • ISIN AT0000968961

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.70%
  • Initial investment3

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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).