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Bethmann Stiftungsfonds P

Ranked 1561 out of 2140 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 : 31/10/2016 - 31/10/2017
  • Rank 1561/2140 Total Return
  • Rank 224/2140 Standard Deviation
  • Rank 441/2140 Max Drawdown
Fund Name Currency Return
1560 RP Global Diversified Portfolio II EUR

4.0%

1561 Bethmann Stiftungsfonds P EUR

4.0%

1562 AVANA Multi Assets Pensions I EUR

3.9%

1562 Sicav Yeuse - Compartiment 2 EUR

3.9%

1562 Santander PB Inversion Global, FI EUR

3.9%

1562 P&K Balance EUR

3.9%

1562 R-VIP 50 IT EUR

3.9%

Fund Name Currency Loss
441 Vermoegensmanagement Rendite OP EUR

-0.9%

441 Global Best Selection, FI EUR

-0.9%

441 KBC Select Investors PortfolioScanner Pro95January EUR

-0.9%

441 Bethmann Stiftungsfonds P EUR

-0.9%

441 Optivalor C EUR

-0.9%

441 EIS Flexible Plus 2 I EUR

-0.9%

441 M&G Income Allocation EUR A Acc EUR

-0.9%

441 A&G Global SICAV-Kylanna Fund EUR

-0.9%

441 Alpha Selection EDR C EUR

-0.9%

441 BCC Selezione Investimento

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

441 OFI RS Equilibre C/D EUR

-0.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.9% 0.1% 0.6%
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 size388Mn
  • Base currencyEUR
  • ISIN DE000DWS08Y8

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0

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