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Richelieu Fd-Bond Euro Short Term F Dis

Ranked 89 out of 243 in - Global over 36 months
All calculations are in EUR unless stated

Managed by

Amélie D'Agostini

Etienne Dubourg

Etienne Dubourg is a senior fund manager for Richelieu Investment Funds in the Paris office. Prior to joining KBL Richelieu in 1999, he managed money market and bond funds at La Mondiale de Gestion (1993-1999). Before that, Dubourg was a bond sales trader at Openheim Pierson Melendes. He has 28 years of investment experience and has a master of finance degree from the University of Paris-1, Panthéon Sorbonne.

Objective

The fund primarily invests directly or through stocks or mutual fund shares authorized, bonds of all types (such as inflation-linked bonds, corporate bonds, convertible bonds, high-yield bonds) and similar instruments issued in a currency freely convertible by public or private issuers having their registered office or exercising a preponderant part of their business economy in a developed or emerging, according to the weights dependent indicators anticipatory positioning within the economic cycle.

Showing fund performance in Luxembourg View performance globally

Performance

Global over : 31/08/2015 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1% -0.9%
2017 1.4% 0.5% 0.5% 0.3% 0.1%
2016 2.2% 0.7% 0.7% 0.7% 0.1%
2015 -0.5% 5.2% -3.7% -2.5% 0.6%
2014 6.0% 1.9% 2.9% 1.3% -0.2%
2013 -5.9% 0.0% -4.6% -0.7% -0.7%
2012 10.8% 4.0% 0.9% 3.9% 1.7%
2011 0.9% -0.9% 1.1% -1.4% 2.2%
2010 -1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Belgium
  2. France
  3. Germany
  4. Luxembourg
  5. Netherlands
  6. Switzerland

Fund Info

  • Launch date30/09/2010
  • Share Class size130Mn
  • Base currencyEUR
  • ISIN LU0528547689

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).