Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

LBBW Pro-Fund Absolute Return Rates

Ranked 51 out of 70 in - Bond Strategies over 36 months
All calculations are in EUR unless stated

Managed by

Peter Oellers

Dr. Peter Oellers has been director and head of risk solutions at LBBW Asset Management in Stuttgart since 2012. In addition, he is a fund manager of the mutual funds LBBW Absolute Return Strategie 1 and LBBW Pro-Fund Credit I. After studying mathematics and computer science in 1996 at the University of Mannheim, he worked until 1997 as a project manager for statistical evaluations at the Deutsche Bundesbank in Frankfurt. Further roles were at the Landeskreditbank Baden-Württemberg in Karlsruhe and Landesbank Baden-Württemberg in Stuttgart, where he held a senior position in risk and portfolio management from 2000 to 2012.

Objective

The Fund's objective is to generate returns continuously by applying market neutral interest rate strategies. The Fund invests in interest-bearing and money market securities.

Showing fund performance in Jersey View performance globally

Performance

Bond Strategies over : 30/09/2015 - 30/09/2018
  • Rank 51/70 Total Return
  • Rank 3/70 Standard Deviation
  • Rank 4/70 Max Drawdown
Fund Name Currency Return
49 Kames Absolute Return Bond Cons C Acc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.2%

50 SWC (LU) BF Emerging Markets Absol. Return ATH EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.1%

51 LBBW Pro-Fund Absolute Return Rates EUR

0.0%

52 BSF Global Absolute Return Bond A2 EUR EUR

0.0%

53 GAM Multibond - Absolute Return Emerging Bd-EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.3%

Fund Name Currency Risk
1 Kames Absolute Return Bond Cons C Acc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

0.5

2 Candriam Long Short Credit C EUR

0.5

3 LBBW Pro-Fund Absolute Return Rates EUR

0.6

4 KCD-Mikrofinanzfonds - III EUR

0.6

5 XAIA Credit Basis (I) EUR

0.8

Fund Name Currency Loss
2 KCD Mikrofinanzfonds (FIS) - Global EUR

-0.6%

3 Kames Absolute Return Bond Cons C Acc EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

4 LBBW Pro-Fund Absolute Return Rates EUR

-0.9%

4 BNP Paribas ABS Europe IG I EUR

-0.9%

6 Kames Absolute Return Bond Global C Acc EUR (Hgd)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.9%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6% -0.1% 0.6%
2017 0.3% 0.0% 0.1% 0.1% 0.2%
2016 -0.2% -0.3% 0.1% -0.1% 0.1%
2015 0.4% 0.3% -0.1% 0.1% 0.1%
2014 -0.2% -0.6% 0.2% 0.0% 0.2%
2013 0.0% -0.3% -0.6% 1.0% -0.1%
2012 -0.4% -0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany

Fund Info

  • Launch date15/05/2012
  • Share Class size47Mn
  • Base currencyEUR
  • ISIN DE000A1H7227

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.18%
  • Initial investment0.00%

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