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Bethmann Stiftungsfonds P

Ranked 882 out of 2148 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 : 30/09/2017 - 30/09/2018
  • Rank 882/2148 Total Return
  • Rank 262/2148 Standard Deviation
  • Rank 199/2148 Max Drawdown
Fund Name Currency Return
881 Global Garant Xb EUR

0.3%

882 VPI World Invest T EUR

0.3%

882 Luxicav Plus HLI Core Portfolio EUR

0.3%

882 Bethmann Stiftungsfonds P EUR

0.3%

882 OE5-2 EUR

0.3%

882 Warburg - Pax - Nachhaltig - Global - Fonds I EUR

0.3%

Fund Name Currency Risk
262 DPG TPF Prudent R EUR EUR

2.6

262 Bethmann Stiftungsfonds P EUR

2.6

262 K 2015 EUR

2.6

Fund Name Currency Loss
199 Bethmann Stiftungsfonds P EUR

-2.2%

199 Atomo Carpinus R Cap EUR EUR

-2.2%

199 NN (L) First Class Multi Asset P Cap EUR EUR

-2.2%

199 Gebro Invest 15 EUR

-2.2%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% 0.7% 0.8%
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 size332Mn
  • Base currencyEUR
  • ISIN DE000DWS08Y8

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.00%

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