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BFT Credit 12 Mois ISR I (C)

Ranked 219 out of 222 in - Euro Short Term over 12 months
All calculations are in EUR unless stated

Managed by

Diana Rager

Objective

The fund's objective is to provide a return above a money market rate over a minimum recommended investment horizon of one year. With a sensitivity of between -1 and +2, the fund is in the low range of the interest rate sensitivity spectrum. Diversification research, particularly on corporate securities, is at the heart of the portfolio construction. In order to maximize portfolio return / risk, portfolio managers optimize the maturity of positions. In addition to financial analysis, environmental, social and governance criteria are taken into account in the selection of issuers.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Euro Short Term over : 31/12/2016 - 31/12/2017
  • Rank 219/222 Total Return
  • Rank 1/222 Standard Deviation
  • Rank 3/222 Max Drawdown
Fund Name Currency Return
217 Amundi LCR Credit Europe - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.8%

218 BFT Credit Opportunites ISR - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.7%

219 BFT Credit 12 Mois ISR I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.2%

220 Gutmann Euro Short-Term Anleihefonds A

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

221 KBC Multi Interest Euro Medium Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.8%

Fund Name Currency Risk
1 BFT Credit 12 Mois ISR I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.2

2 Gutmann Euro Short-Term Anleihefonds A

Currency exposure is hedged

Currency exposure is hedged

EUR

0.4

3 BFT Credit Opportunites ISR - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.4

4 Deutsche Invest I Global Short Duration USD LC USD

0.5

4 KBC Multi Interest Euro Medium Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5

Fund Name Currency Loss
1 BFT Credit Opportunites ISR - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

2 Deutsche Invest I Global Short Duration USD LC USD

-0.1%

3 BFT Credit 12 Mois ISR I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

4 Amundi LCR Credit Europe - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

5 Alcala Gestion Activa, FI USD

-0.2%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 0.2% 0.0% 0.1% 0.1% 0.0%
2016 0.4% 0.2% 0.1% 0.2% -0.1%
2015 0.0% 0.1% -0.2% -0.3% 0.3%
2014 0.7% 0.2% 0.2% 0.2% 0.1%
2013 1.0% 0.2% 0.3% 0.3% 0.3%
2012 2.3% 1.1% 0.2% 0.7% 0.4%
2011 0.7% 0.5% 0.4% -0.7% 0.5%
2010 1.1% 0.3% -0.3% 0.7% 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date05/11/2009
  • Share Class size632Mn
  • Base currencyEUR
  • ISIN FR0010796433
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0.001

Charges

  • Initial investment0

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