Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

CBR Strategy Fund - Optimum Classic (EUR)

Ranked 433 out of 546 in - Global over 12 months
All calculations are in CHF unless stated

Objective

The Fund primarily invests in equities and securities issued by companies that are selected on the basis of traditional analyses (fundamental bottom-up analysis of various individual equities, technical analyses of price trends) and/or in indirect instruments (investment funds, index certificates, region certificates, basket certificates, etc.) whose assets according to their investment provisions consist primarily of equities and securities and other instruments that are permissible pursuant to the investment regulations. The currency risks of the (CHF) share class class can be wholly or be partially hedged.

Showing fund performance in Switzerland View performance globally

Performance

Global over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.9% 2.1% 6.1%
2016 7.1% -6.0% 5.6% 4.8% 2.9%
2015 -6.1% -4.4% -2.8% -3.1% 4.4%
2014 2.3% -1.1% 1.8% -0.2% 1.8%
2013 9.2% 3.2% -1.2% 1.8% 5.2%
2012 6.2% 7.5% -6.9% 4.1% 1.9%
2011 -12.5% 6.4% -8.9% -12.5% 3.2%
2010 -4.2% 1.1% -5.8% 0.2% 0.4%
2009 20.0% 5.2% 6.7% 5.6% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Liechtenstein
  4. Switzerland

Fund Info

  • Launch date17/12/2008
  • Share Class size25Mn
  • Base currencyEUR
  • ISIN LI0048073287

Purchase Info

  • Min. initial investment5
  • 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).