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Renta 4 Valor Relativo, FI

Ranked 14 out of 93 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Managed by

Carmen García

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 will be exposed to fixed income and equity assets, the latter through derivative financial instruments. Level of exposure to such assets is not predetermined. The Fund will invest directly or indirectly. For equities and fixed income assets, the management team will implement alternative management strategies, which aims to achieve positive absolute returns regardless of market developments.

Showing fund performance in Denmark View performance globally

Performance

Bond Strategies over : 31/05/2017 - 31/05/2018
  • Rank 14/93 Total Return
  • Rank 52/93 Standard Deviation
  • Rank 36/93 Max Drawdown
Fund Name Currency Return
12 Infinigon Investmentgrade Collateralized Loan F BI EUR

1.8%

13 Legg Mason Brandywine Global Cr Opps A EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

1.5%

14 Renta 4 Valor Relativo, FI EUR

1.4%

15 Pareturn Gladwyne Absolute Credit I-B (EUR) EUR

1.2%

16 KCD-Mikrofinanzfonds - III EUR

1.0%

Fund Name Currency Risk
50 MLIS KLS Fixed Income UCITS EUR D Acc EUR

1.8

51 BSF Fixed Income Strat A2 EUR EUR

1.8

52 Renta 4 Valor Relativo, FI EUR

1.9

53 Threadneedle (Lux)-Global Opportunities Bond AEH

Currency exposure is hedged

Currency exposure is hedged

EUR

1.9

54 Alternative Fixed Income Fund I EUR

1.9

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.0%
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 size231Mn
  • Base currencyEUR
  • ISIN ES0128522002

Purchase Info

  • Min. initial investment10
  • Min. regular additional investment0

Charges

  • Annual management1.25%

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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).