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Bethmann Stiftungsfonds P

Ranked 1144 out of 2147 in - Flexible EUR over 12 months
All calculations are in EUR unless stated

Objective

The fund invests worldwide in interest-bearing securities issued by governments, organizations and companies, as well as in equities and funds. The fund is managed using sustainability criteria. The securities selected for investment must conform to defined environmental, social and corporate ethical criteria. Companies are assessed on the basis of their products and services as well as their business ethics, environmental management and eco-efficiency.

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

Performance

Flexible EUR over : 31/03/2017 - 31/03/2018
  • Rank 1144/2147 Total Return
  • Rank 274/2147 Standard Deviation
  • Rank 389/2147 Max Drawdown
Fund Name Currency Return
1144 Bethmann Stiftungsfonds P EUR

-0.5%

1144 Aviva Perspective 2026 I-A EUR EUR

-0.5%

1144 Aviva Perspective 2034 I-A EUR EUR

-0.5%

1144 Oportunidades Globales, FI EUR

-0.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6%
2017 2.1% 0.9% 0.1% 0.6% 0.4%
2016 1.2% -0.9% 0.5% 1.2% 0.4%
2015 3.1% 5.0% -2.4% -2.4% 3.0%
2014 6.4% 1.7% 1.6% 1.3% 1.7%
2013 4.4% 2.1% -0.4% 1.6% 1.0%
2012 7.6% 3.1% 0.1% 3.1% 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date01/11/2011
  • Share Class size333Mn
  • Base currencyEUR
  • ISIN DE000DWS08Y8

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.8

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