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SUEDWESTBANK-Interrent-UNION

Ranked 215 out of 520 in - Euro over 12 months
All calculations are in EUR unless stated

Managed by

André Stagge

Andre Stagge is a portfolio manager at Union Investment based in Frankfurt. He started running the Südwestbank Interrent Fund in September 2007 and describes his investment style as steady income and total return. Andre studied portfolio management at the University of Mannheim in Germany and is a qualified CFA and CFTe (Certified Financial Technician). Outside of fund management he enjoys tennis, chess and takes part in triathlons.

Objective

The fund's assets are mainly invested in fixed interest securities in Euros. In addition, fund management may make use of additional earnings opportunities by investments on international fixed interest securities markets. The investments are selected taking account of the interest and currency development of the investment markets in question. Exchange rate hedging is possible.

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

Performance

Euro over : 31/10/2016 - 31/10/2017
  • Rank 215/520 Total Return
  • Rank 228/520 Standard Deviation
  • Rank 181/520 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.9% 0.3% -0.1%
2016 5.9% 1.6% 3.2% 2.3% -1.2%
2015 -0.6% 3.6% -3.6% 0.1% -0.6%
2014 8.6% 2.1% 2.7% 2.2% 1.4%
2013 -1.6% 0.7% -1.4% -0.1% -0.8%
2012 10.4% 4.3% 0.7% 3.4% 1.6%
2011 3.6% -0.7% 0.2% 3.0% 1.2%
2010 3.2% 3.4% 0.6% 1.7% -2.3%
2009 8.7% 2.1% 1.9% 3.8% 0.6%
2008 6.5% 0.8% -2.2% 3.9% 4.0%
2007 -0.7% -0.4% -1.5% 1.1% 0.1%
2006 -1.5% -2.2% -1.4% 3.0% -0.9%
2005 5.6% 1.3% 4.1% 0.3% -0.1%
2004 5.0% 2.5% -1.3% 2.3% 1.4%
2003 0.0% 0.1% 1.4% -0.4% -1.0%
2002 4.7% -0.2% 0.7% 3.2% 1.0%
2001 5.8% 2.7% 1.0% 1.5% 0.5%
2000 5.7% 1.5% -0.2% 2.3% 1.9%
1999 -0.5% 1.4% -1.0% -1.3% 0.4%
1998 8.1% 2.5% 1.3% 2.6% 1.6%
1997 6.0% 1.7% 2.3% 0.5% 1.4%
1996 6.2% 0.5% 1.3% 2.5% 1.7%
1995 4.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date17/09/1990
  • Share Class size59Mn
  • Base currencyEUR
  • ISIN DE0008491291

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment50

Charges

  • Annual management0.80%

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