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ERSTE RESPONSIBLE BOND EURO-CORPORATE T

Ranked 185 out of 290 in - Euro Corporates over 12 months
All calculations are in EUR

Managed by

Martin Cech

Martin Cech started his career at VBV Pensionkasse in 1998 where he was a senior investment manager. In 2006 he joined Erste Sparinvest/VINIS where he was a senior portfolio manager and is currently a portfolio manager at Erste Sparinvest where he specialises in European bonds. Martin holds the Certified Portfolio Manager Diploma.

Objective

The fund invests primarily in euro- denominated corporate bonds of European issuers with excellent to average credit ratings. Its investment universe is based on ethical-sustainable factors, applying the following exclusion criteria: nuclear power, genetic engineering, child labour, proven (severe) abusive business practices, pornography, defense/weapons, tobacco, (avoidable) animal testing, capital punishment and violation of the ILO protocol. The credit rating of the bonds in the fund is primarily investment grade between AAA to BBB (or Moodys Aaa - Baa3).

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

Performance

Euro Corporates over : 31/07/2014 - 31/07/2015
  • Rank 185/290 Total Return
  • Rank 134/290 Standard Deviation
  • Rank 191/290 Max Drawdown
Fund Name Return
183 Sella CM - Euro Corporate Bond I

1.6%

183 LBBW RentaMax R

1.6%

185 ERSTE RESPONSIBLE BOND EURO-CORPORATE T

1.6%

186 Mirova Euro Sustainable Corporate Bonds R/A (EUR)

1.6%

187 CF Zinsstrategie I

Currency exposure is hedged

Currency exposure is hedged

1.6%

Fund Name Risk
134 Candriam Bonds Euro Corporate I Cap

Currency exposure is hedged

Currency exposure is hedged

0.9

134 ERSTE RESPONSIBLE BOND EURO-CORPORATE T

0.9

134 LBPAM Obli Credit E

0.9

134 SLI Glo SICAV European Corporate Bond A EUR

Currency exposure is hedged

Currency exposure is hedged

0.9

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 1.4% -3.1%
2014 7.6% 2.6% 2.3% 1.1% 1.4%
2013 1.5% 0.8% -1.1% 1.3% 0.4%
2012 12.9% 5.0% 0.8% 3.7% 2.8%
2011 -0.6% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany

Fund Info

  • Launch date02/05/2011
  • Share Class size135Mn
  • Base currencyEUR
  • ISIN AT0000A0PHJ4

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management0.6%
  • Initial investment3.5

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