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Schoellerbank Euro Alternativ A

Ranked 63 out of 1091 in - Global over 12 months
All calculations are in EUR 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 : 31/12/2014 - 31/12/2015
  • Rank 63/1091 Total Return
  • Rank 1003/1091 Standard Deviation
  • Rank 602/1091 Max Drawdown
Fund Name Currency Return
61 T Rowe Price Dynamic Global Bond

Currency exposure is hedged

Currency exposure is hedged

AUD

7.5%

62 Capital Group Global Bond (LUX) A EUR EUR

7.4%

63 NN Global Obligatie Fonds EUR

7.4%

63 Allianz Internationaler Rentenfonds - A -EUR EUR

7.4%

63 Schoellerbank Euro Alternativ A EUR

7.4%

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
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).