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TAM Fortune Rendite

Ranked 165 out of 222 in - Euro Short Term over 12 months
All calculations are in USD unless stated

Managed by

Thomas Singer

Objective

The focus shall be on interest-bearing bonds (domestic and foreign issuers). There are no restrictions as regards rating quality. A selective choice is made according to opportunity and risk points. Issuer risk shall be reduced in particular through broad risk diversification. Residual maturities should not exceed four years. Until further notice, equity investments are not envisaged. The fund is using benchmark: 100% EURIBOR 12 M TR (EUR).

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

Performance

Euro Short Term over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 13.5% 1.5% 6.5% 3.7% 1.2%
2016 -2.2% 5.4% -2.5% 1.6% -6.3%
2015 -9.7% -11.0% 3.5% -0.3% -1.8%
2014 -10.6% 0.2% 0.3% -7.6% -3.7%
2013 8.0% -1.4% 1.7% 5.1% 2.4%
2012 3.6% 5.6% -5.8% 3.6% 0.6%
2011 -3.2% 6.1% 2.0% -9.1% -1.6%
2010 -9.5% 12.8% -1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date01/03/2010
  • Share Class size09Mn
  • Base currencyEUR
  • ISIN DE000A0YJF83

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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