Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Bethmann Stiftungsfonds P

Ranked 1624 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 : 31/12/2016 - 31/12/2017
  • Rank 1624/2140 Total Return
  • Rank 313/2140 Standard Deviation
  • Rank 471/2140 Max Drawdown
Fund Name Currency Return
1624 Bethmann Stiftungsfonds P EUR

2.1%

1625 Astria Equilibre EUR

2.1%

1625 ISBE Valore Cedola Globale - 07/2015 RD EUR

2.1%

1625 Alarico EUR

2.1%

Fund Name Currency Loss
471 KBC Select Investors PortfolioScanner Pro95January EUR

-0.9%

471 Global Best Selection, FI EUR

-0.9%

471 BNL Assetto Dinamico EUR

-0.9%

471 Bethmann Stiftungsfonds P EUR

-0.9%

471 M&G Income Allocation EUR A Acc EUR

-0.9%

471 Alpha Selection EDR C EUR

-0.9%

471 FCM Global Monde I EUR

-0.9%

471 BCC Selezione Investimento

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

471 PARVEST Diversified Dynamic Classic D EUR EUR

-0.9%

471 Vermoegensmanagement Rendite OP EUR

-0.9%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
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 size385Mn
  • 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).