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ENISO Forte CH SMI Expanded

Ranked 32 out of 131 in - Switzerland over 12 months
All calculations are in CHF unless stated

Managed by

Oliver Collins

Oliver Collins is a portfolio manager at Eniso Partners AG based in Zurich. He joined the firm in 2014 and prior to this he was a credit portfolio manager at Lombard Odier Investment Management. Oliver currently deals in European and global equities, using a systematic investment style. He graduated from the European Business School with a BA in International Business and the Universite Paris Dauphine with an MA in Finance.

Marc Weibel

Objective

The investment objective of the Fund lies particularly in the attainment of medium to long-term capital appreciation by means of the active management of a portfolio of big to medium sized Swiss companies as well as through the determination of the equity weighting. The strength of the Fund lies especially in the symbiosis between the high liquidity of the SMI companies and the strong growth potential of the medium sized stocks of the SMIM. With regard to the definition of the companies, reference is made to the officially recognized SMI Expanded® index.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.5%
2017 27.4% 7.2% 7.0% 5.8% 5.0%
2016 1.1% -5.3% 0.3% 4.1% 2.2%
2015 -1.3% -2.1% -2.3% -5.1% 8.6%
2014 4.7% 3.9% 4.2% -3.3% 0.0%
2013 24.6% 12.2% 0.1% 4.2% 6.5%
2012 15.0% 7.1% -4.1% 9.9% 1.9%
2011 8.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date29/07/2011
  • Share Class size06Mn
  • Base currencyCHF
  • ISIN CH0132859700

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.67%

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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).