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Schoellerbank Euro Alternativ A

Ranked 982 out of 1121 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 : 31/10/2015 - 31/10/2016
  • Rank 982/1121 Total Return
  • Rank 354/1121 Standard Deviation
  • Rank 365/1121 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 4.5% -1.2% 0.4%
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 size51Mn
  • Base currencyEUR
  • ISIN AT0000968961

Purchase Info

  • Min. initial investment0
  • 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).