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Deutsche (CH) II Small & Mid Caps Switzerland FD

Ranked 26 out of 45 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Tobias Späti

Objective

The goal of the Fund is primarily to achieve long-term growth in Swiss Francs through investment in a portfolio of stocks from Swiss issuers that are listed in a representative Swiss equities index of small and medium enterprises or the small and mid-cap subindex of a Swiss equities index (the benchmark). The investment strategy is based on a transparent and comprehensible investment process, focuses on stock selection.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland Small & Medium Companies over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.3% 7.7%
2016 10.0% -0.7% 0.5% 8.9% 1.1%
2015 13.3% 5.3% -1.3% -3.0% 12.4%
2014 12.7% 4.2% 3.0% 2.1% 2.9%
2013 38.3% 9.6% 4.0% 10.3% 10.0%
2012 13.8% 12.5% -5.2% 3.9% 2.7%
2011 -20.5% 1.4% -5.9% -17.9% 1.5%
2010 25.8% 10.6% -5.5% 8.4% 11.0%
2009 38.0% -6.5% 23.9% 18.3% 0.7%
2008 -35.1% -10.2% 1.3% -4.1% -25.6%
2007 11.7% 12.2% 8.9% -5.8% -3.0%
2006 13.2% 13.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date15/06/2006
  • Share Class size47Mn
  • Base currencyCHF
  • ISIN CH0025038479

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment5

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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).