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ERSTE RESPONSIBLE BOND T

Ranked 148 out of 563 in - Euro 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 fund is a pure euro bond fund whose investment universe is defined according to ethically sustainable criteriaThe fund invests in sovereign issuers/government bond issues, public sector/supranational issuers, corporate bonds, financial services company bonds, mortgage bonds and special sustainable bond issues.

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

Performance

Euro over : 30/06/2014 - 30/06/2015
  • Rank 148/563 Total Return
  • Rank 344/563 Standard Deviation
  • Rank 352/563 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 2.1% -3.4%
2014 9.8% 2.7% 2.6% 2.1% 2.1%
2013 0.4% 0.4% -1.2% 0.8% 0.5%
2012 10.6% 3.5% 1.5% 3.2% 2.1%
2011 0.9% -0.4% 1.2% -0.3% 0.5%
2010 1.7% 2.3% 0.8% 1.6% -3.0%
2009 9.1% 0.1% 2.8% 4.6% 1.3%
2008 4.5% 1.5% -2.0% 1.8% 3.3%
2007 0.5% 0.4% -1.5% 1.2% 0.5%
2006 -0.4% -1.6% -0.8% 2.5% -0.4%
2005 4.7% 0.8% 3.5% 1.0% -0.6%
2004 7.1% 2.6% -1.2% 2.9% 2.7%
2003 3.9% 1.2% 2.6% -0.2% 0.2%
2002 3.0% 4.1% 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany

Fund Info

  • Launch date15/03/2002
  • Share Class size105Mn
  • Base currencyEUR
  • ISIN AT0000686084

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).