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Ethos - Bonds International-E

Ranked 551 out of 1055 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 : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 9.2% 2.3% 3.3% 2.1% 1.3%
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 size58Mn
  • Base currencyCHF
  • ISIN CH0023568436

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.44%
  • Initial investment0.435

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).