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Renta 4 Valor Relativo R, FI

Ranked 15 out of 85 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Managed by

Carmen S. García Navarro

Carmen S. García Navarro is a portfolio manager at Renta 4. With more than eight years of experience in financial markets, she began her professional career in Renta 4 as fixed income analyst. Since 2015 has been co-managing the fixed income funds Renta 4 Valor Relativo, Renta Fija Corto Plazo, Renta Fija Internacional and Foncuenta Ahorro y ING Direct Fondo Naranja. She is a CFA charterholder, passing the three exams on the first attempt. She holds a master's degree in administration and business management from the Complutense University from Madrid 2004-2009.

Ignacio Victoriano

Objective

The Fund invests 0%-100% of the total exposure in equities and/or fixed income, without predetermining by type of assets, public/private issuers, currencies, countries, sectors, duration or credit quality, up to 100 % of the total exposure may be low quality fixed income. The currency risk will be 0%-100% of the total exposure. Alternative strategies of relative value will be implemented in the management of investments, such as interest rates curves, spreads between countries or directional trading in fixed income; and arbitration or neutral market, in variable income.

Showing fund performance in Denmark View performance globally

Performance

Bond Strategies over : 31/08/2017 - 31/08/2018
  • Rank 15/85 Total Return
  • Rank 49/85 Standard Deviation
  • Rank 40/85 Max Drawdown
Fund Name Currency Return
13 KCD Mikrofinanzfonds (FIS) - Global EUR

1.2%

14 BNP Paribas ABS Europe IG I EUR

0.9%

15 Renta 4 Valor Relativo R, FI EUR

0.7%

16 Janus Henderson Credit Alpha Y Acc EUR Hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

0.6%

17 XAIA Credit Basis (I) EUR

0.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% -1.1%
2017 4.8% 1.8% 0.9% 1.3% 0.8%
2016 6.4% 1.4% 1.5% 2.3% 1.1%
2015 4.1% 5.9% -2.1% -1.2% 1.7%
2014 6.5% 3.0% 2.0% 0.7% 0.7%
2013 7.3% 1.4% -1.1% 4.0% 2.8%
2012 10.3% 8.9% -8.2% 5.2% 4.8%
2011 -9.0% 3.7% 0.5% -9.3% -3.7%
2010 3.6% 0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain

Fund Info

  • Launch date22/04/2010
  • Share Class size240Mn
  • Base currencyEUR
  • ISIN ES0128522002

Purchase Info

  • Min. initial investment10
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment0.00%

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