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PARVEST Sustainable Bond World Corporate H EUR C

Ranked 16 out of 17 in - Global Corporates over 36 months
All calculations are in EUR unless stated

Objective

The sub-fund invests at least 2/3 of its assets in Investment Grade Bonds and/or securities treated as equivalent issued by companies in any country, that respect sustainable development criteria covering social responsibility and/or environmental responsibility and/or corporate governance, and also in financial derivative instruments (including TRS) on this type of asset. In the event the rating criteria are no longer met, the manager will promptly adjust the composition of the portfolio in the interest of the shareholders. The remaining portion, namely a maximum of 1/3 of its assets, may be invested in any other transferable securities, money market instruments, that respect sustainable development criteria covering social responsibility and/or environmental responsibility and/or corporate governance, as well as in financial derivative instruments, ancillary cash, and, within a limit of 10% of the assets, in UCITS or UCIs.

Showing fund performance in Portugal View performance globally

Performance

Global Corporates over : 31/07/2015 - 31/07/2018
  • Rank 16/17 Total Return
  • Rank 4/17 Standard Deviation
  • Rank 6/17 Max Drawdown
Fund Name Currency Return
13 Morgan Stanley Global Credit Fund Z EUR EUR

3.0%

14 Amundi Fds Bond Global Corporate - SHE-MD (D)

Currency exposure is hedged

Currency exposure is hedged

EUR

2.6%

15 JPM Global Corporate Bond D Acc EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

1.8%

16 PARVEST Sustainable Bond World Corporate H EUR C

Currency exposure is hedged

Currency exposure is hedged

EUR

1.6%

17 BGF Global Corporate Bond A2 EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

1.4%

Fund Name Currency Risk
2 NB Global Enhancement EUR

2.7

3 Rubrics Global Credit UCITS E EUR EUR

2.7

4 PARVEST Sustainable Bond World Corporate H EUR C

Currency exposure is hedged

Currency exposure is hedged

EUR

2.8

5 Barclays GA - Global Corporate Bond M Acc EUR EUR

3.0

6 PIMCO GIS Global Invt Grade Credit E EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

3.1

Fund Name Currency Loss
4 JPM Flexible Credit D Acc EUR Hd

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

5 PIMCO GIS Global Invt Grade Credit E EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.6%

6 PARVEST Sustainable Bond World Corporate H EUR C

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.6%

7 Schroder ISF Global Corporate Bond EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.7%

8 Deutsche Invest I ESG Global Corporate Bonds ID EUR

-3.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.1% -1.2%
2017 2.6% 0.1% 1.1% 0.8% 0.6%
2016 2.7% 2.4% 2.0% 0.9% -2.5%
2015 0.1% 3.2% -3.4% -0.3% 0.6%
2014 2.8% 0.6% 1.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Czech Republic
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hungary
  9. Italy
  10. Jersey
  11. Luxembourg
  12. Netherlands
  13. Portugal
  14. Singapore
  15. Slovakia
  16. Spain
  17. Sweden
  18. Switzerland

Fund Info

  • Launch date25/02/2014
  • Share Class size04Mn
  • Base currencyEUR
  • ISIN LU0265291152
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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