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Bank Linth Regiofonds Zuerichsee (CHF)

Ranked 43 out of 46 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Christian Zogg

Christian Zogg is deputy managing director at LLB Asset Management AG, Liechtenstein. He has over 20 years of capital markets experience. He has managed both the LLB Aktien Regio Bodensee (CHF) and Bank Linth Regiofonds Zürichsee funds since inception.

Objective

The investment objective of the Fund is to invest in equities of small and mid cap companies based in the region of Lake Zuerich. The reference index is the Swiss Small & Middle Companies Index.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland Small & Medium Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.6%
2017 22.7% 8.2% 5.5% 3.5% 3.9%
2016 16.4% 2.0% 0.0% 11.5% 2.4%
2015 7.8% 6.2% -3.2% -4.1% 9.4%
2014 6.6% 5.5% -0.8% -2.7% 4.7%
2013 28.7% 12.4% -0.2% 8.4% 5.9%
2012 18.5% 12.9% -7.0% 6.7% 5.8%
2011 -19.6% 3.9% -6.1% -19.2% 2.0%
2010 21.2% 10.4% -9.1% 8.1% 11.8%
2009 30.3% -10.5% 22.6% 21.5% -2.3%
2008 -48.0% -11.6% -1.3% -15.5% -29.5%
2007 14.2% 16.9% 7.2% -7.2% -1.8%
2006 39.2% 18.5% -1.8% 9.4% 9.2%
2005 3.1% 17.5% 3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Liechtenstein
  2. Switzerland

Fund Info

  • Launch date15/02/2005
  • Share Class size88Mn
  • Base currency
  • ISIN LI0018925540

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.75%

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