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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Stephan Ertz

Stephan Ertz

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

About Stephan Ertz

German-born Stephan Ertz has a master’s degree in economics from the University of Trier and an MBA from Clark University in the US. He began as a corporate trainee at Deutsche Bank before transferring to DWS, their asset management arm. Stephan worked at DWS for over 13 years and held the position of managing director, head of European investment grade fixed income. He is now head of credit at Union Investment, where he exercises an active, bottom-up approach to fund management. Stephan’s value investment style performs best when there is differentiation between bond issuers in the market. He employs derivatives moderately to hedge interest rates, but cash is not a strategic component. Outside work, Stephan enjoys football, skiing and music and is a wine connoisseur.

Invests in own strategies

Runs institutional money

Are you Stephan Ertz?

Citywire Rating: AAA rated

2010

  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DRated A in Dec 2011

2012

  • JRated AAA in Jan 2012
  • FRated AAA in Feb 2012
  • MRated AAA in Mar 2012
  • ARated AAA in Apr 2012
  • MRated AAA in May 2012
  • JRated AAA in Jun 2012
  • JRated AAA in Jul 2012
  • ARated AAA in Aug 2012
  • SRated AAA in Sep 2012
  • ORated AA in Oct 2012
  • NRated AA in Nov 2012
  • DRated AA in Dec 2012

2013

  • JRated AA in Jan 2013
  • FRated AA in Feb 2013
  • MRated AA in Mar 2013
  • ARated AA in Apr 2013
  • MRated AA in May 2013
  • JRated AA in Jun 2013
  • JRated AAA in Jul 2013
  • ARated AA in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AAA in Dec 2013

2014

  • JRated AAA in Jan 2014
  • FRated AAA in Feb 2014
  • MRated AAA in Mar 2014
  • ARated AAA in Apr 2014
  • MRated AAA in May 2014
  • JRated AAA in Jun 2014
  • JRated AAA in Jul 2014
  • ARated AAA in Aug 2014
  • SRated AAA in Sep 2014
  • ORated AAA in Oct 2014
  • NRated AAA in Nov 2014
  • DRated AAA in Dec 2014

2015

  • JRated AAA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AAA in Mar 2015
  • ARated AAA in Apr 2015
  • MRated AAA in May 2015
  • JRated AAA in Jun 2015
  • JRated AAA in Jul 2015

Performance

Bonds - Euro Corporates
over : 30/06/2014 - 30/06/2015
Manager Return
49 Stephan Ertz 1.8%
50 Michel Baud 1.8%
51 Paul Causer 1.8%
51 Paul Read 1.8%
51 Manuel Streiff 1.8%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 2.1% -3.3%
2014 8.8% 2.8% 2.7% 1.5% 1.5%
2013 3.8% 0.9% -0.5% 1.9% 1.6%
2012 15.9% 7.0% 0.2% 4.6% 3.3%
2011 2.6% 1.3% 1.8% -1.7% 1.1%
2010 4.0% -2.9%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.