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Ethos - Bonds International-E

Ranked 537 out of 1059 in - Global over 12 months
All calculations are in USD unless stated

Objective

The objective is to manage a portfolio of International bonds (ex Switzerland) while integrating financial as well as environmental and social analysis of debtors. The subfund invests at least two thirds of its total assets in international bonds (ex Switzerland). It can invest up to one third in money market instruments. It can also invest up to 10% of its total assets in one or more investment funds that comply with the provisions of this fund contract.

Performance

Global over : 30/11/2016 - 30/11/2017
  • Rank 537/1059 Total Return
  • Rank 437/1059 Standard Deviation
  • Rank 662/1059 Max Drawdown
Fund Name Currency Risk
435 Candriam Bonds Global Government C Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

3.8

436 LLB Obligationen Euro Alternativ (CHF) USD

3.8

437 Ethos - Bonds International-E USD

3.8

438 Colchester Global Bond USD Unhedged Acc USD

3.8

438 KBC Bonds Income Dis USD

3.8

Fund Name Currency Loss
662 Ethos - Bonds International-E USD

-1.7%

662 WK 12 USD

-1.7%

662 Anima Pianeta A USD

-1.7%

662 ERSTE INTERINVEST G1 A USD

-1.7%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.3% 3.3% 2.1%
2016 1.2% 6.8% 1.2% 0.8% -7.1%
2015 -7.1% -3.7% -0.6% -1.8% -1.1%
2014 -1.3% 3.0% 3.1% -4.4% -2.8%
2013 -4.6% -3.0% -3.2% 2.8% -1.2%
2012 1.8% -0.4% 1.0% 3.0% -1.7%
2011 5.9% 0.8% 3.3% 2.3% -0.5%
2010 5.0% -1.3% 0.3% 8.3% -2.1%
2009 2.3% -5.2% 3.4% 6.4% -2.0%
2008 9.4% 8.6% -3.4% -3.3% 7.9%
2007 9.4% 1.2% -1.2% 6.4% 2.8%
2006 5.7% -0.4% 3.4% 0.8% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date13/12/2005
  • Share Class size60Mn
  • Base currencyCHF
  • ISIN CH0023568436

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.44%
  • Initial investment0

Related News

Robeco loses ESG expert to Swiss sustainable pension fund group

Matthias Narr will be overseeing the Ethos Engagement Pool International, which was launched by Swiss pension funds and Ethos a few months ago.

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