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BCV (LUX) Active Defensive (CHF)

Ranked 15 out of 84 in - Conservative CHF over 12 months
All calculations are in CHF unless stated

Managed by

Fernando Martins Da Silva

Fernando Martins Da Silva is Head Investment Strategist and Head of the Investment Policy Department at BCV. He holds a civil engineering degree from the Swiss Federal Institute of Technology, Lausanne (EPFL) and an MBA from INSEAD. Mr. Da Silva has over 30 years of experience in the financial markets and has chaired BCV's Investment Committee for more than ten years. He plays an active role in developing investment management products.

Objective

The fund is aiming to achieve gradual growth in capital whilst minimizing the risk of losses being incurred by employing a flexible and diversified asset allocation. The sub-fund aims to have broader exposure to fixed-income securities, cash and/or money-market instruments than to equities, with its currency exposure predominantly geared towards the Swiss franc. The purpose of investments in alternative investment vehicles is to lessen the degree of volatility in the sub-fund so that it involves a moderate degree of risk.

Showing fund performance in Switzerland View performance globally

Performance

Conservative CHF over : 31/08/2017 - 31/08/2018
  • Rank 15/84 Total Return
  • Rank 48/84 Standard Deviation
  • Rank 31/84 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% 0.4%
2017 3.8% 1.2% -0.2% 1.4% 1.3%
2016 0.2% -2.1% 0.7% 1.0% 0.6%
2015 -2.1% 0.7% -1.6% -2.7% 1.5%
2014 3.8% 0.5% 2.1% 0.3% 0.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date12/11/2013
  • Share Class size44Mn
  • Base currencyCHF
  • ISIN LU0985394419

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.30%
  • Initial investment5.00%

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