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FISCH Bond Fund (CHF) BC

Ranked 16 out of 128 in - Swiss Franc over 12 months
All calculations are in CHF unless stated

Objective

The fund strives to outperform the Swiss Bond Index on a yearly basis without suffering major draw downs compared to the index. The fund invests in high quality long-term bonds and in asymmetric investment grade convertible bonds. Both segments contain an additional return potential and show especially in times of market stress a negative correlation, which clearly reduces the risk of the fund.

Showing fund performance in Switzerland View performance globally

Performance

Swiss Franc over : 30/11/2016 - 30/11/2017
  • Rank 16/128 Total Return
  • Rank 122/128 Standard Deviation
  • Rank 92/128 Max Drawdown
Fund Name Currency Return
14 LO Selection - The Credit Bond Fund CHF PA CHF

1.3%

15 Syz AM (CH) Active - CHF Credit Bond Fund S2 CHF

1.2%

16 FISCH Bond Fund (CHF) BC

Currency exposure is hedged

Currency exposure is hedged

CHF

1.2%

17 LO Funds (CH) - Swiss Franc Bond I D CHF

1.1%

18 Target Investment Fund Obligationen B CHF

0.9%

Fund Name Currency Risk
120 UBS (CH) Inst Fd-Bonds CHF Inland Passive II I-X CHF

2.7

121 CSIMF Swiss Bonds CHF DA CHF

2.7

122 FISCH Bond Fund (CHF) BC

Currency exposure is hedged

Currency exposure is hedged

CHF

2.7

122 SWC (CH) Pension BF Domestic CHF AST CHF

2.7

122 ZIF Obligationen CHF Inland A1 CHF

2.7

Fund Name Currency Loss
90 SWC (CH) BF Nachhaltigkeit CHF NT CHF CHF

-1.4%

90 Pictet CH Inst-CHF Bonds-P dy CHF

-1.4%

92 FISCH Bond Fund (CHF) BC

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.4%

93 SWC (CH) BF CHF (II) NT CHF CHF

-1.4%

94 NOVARTIS POOLING FUND I - Bonds CHF CHF

-1.5%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.2% -0.2% 0.3%
2016 1.0% 2.6% 1.4% 0.4% -3.3%
2015 2.5% 3.0% -1.8% 0.8% 0.5%
2014 10.9% 3.4% 2.5% 1.6% 3.0%
2013 -0.1% 0.4% -1.8% 1.3% 0.1%
2012 6.9% 3.2% 0.5% 2.3% 0.8%
2011 4.8% -0.1% 1.3% 2.9% 0.7%
2010 4.9% 2.4% 0.6% 2.7% -0.9%
2009 9.5% 0.1% 1.5% 5.8% 1.8%
2008 -3.9% -1.7% -2.0% -1.0% 0.9%
2007 -1.4% 2.0% -0.3% -1.8% -1.3%
2006 7.8% 4.4% -0.5% 2.8% 1.0%
2005 7.7% -0.1% 0.9% 2.8% 3.9%
2004 -0.1% 2.4% -1.8% -1.4% 0.7%
2003 3.6% -1.9% 2.6% 1.5% 1.4%
2002 -4.2% -0.7% -2.2% -1.0% -0.3%
2001 -4.1% -0.5% -1.6% -4.2% 2.3%
2000 1.0% -2.0% -0.6% 2.0% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date01/11/1999
  • Share Class size193Mn
  • Base currencyCHF
  • ISIN LU0102602561
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%

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