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BFT Credit 12 Mois ISR I (C)

Ranked 215 out of 218 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 : 31/03/2017 - 31/03/2018
  • Rank 215/218 Total Return
  • Rank 1/218 Standard Deviation
  • Rank 1/218 Max Drawdown
Fund Name Currency Return
213 Amundi LCR Credit Europe - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5%

214 BFT Credit Opportunites ISR - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.4%

215 BFT Credit 12 Mois ISR I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.0%

216 Gutmann Euro Short-Term Anleihefonds A

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.1%

217 KBC Multi Interest Euro Medium Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.4%

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

0.3

3 KBC Multi Interest Euro Medium Cap

Currency exposure is hedged

Currency exposure is hedged

EUR

0.4

4 Amundi LCR Gov Europe - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.4

5 BFT Credit Opportunites ISR - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

2 Deutsche Invest I Global Short Duration USD LC USD

-0.2%

3 Carmignac Pfl Securite F USD acc Hdg

Currency exposure is hedged

Currency exposure is hedged

USD

-0.3%

4 BFT Credit Opportunites ISR - I (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.4%

4 Gutmann Euro Short-Term Anleihefonds A

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2%
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 size748Mn
  • 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).