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FISCH Bond Fund (CHF) BC

Ranked 110 out of 129 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 : 31/07/2016 - 31/07/2017
  • Rank 110/129 Total Return
  • Rank 126/129 Standard Deviation
  • Rank 115/129 Max Drawdown
Fund Name Currency Return
108 BCV Systematic Premia CHF Bonds C CHF

-3.5%

109 AXA SIF - Bonds Domestic (CHF) Class2 CHF

-3.6%

110 FISCH Bond Fund (CHF) BC

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.6%

110 SIP CHF Bonds B2 CHF

-3.6%

112 ZIF Obligationen CHF Inland A1 CHF

-3.7%

Fund Name Currency Risk
124 PPF - Credit Opportunities Fund CHF

3.1

125 SWC (LU) BF Global Credit Opportunities GTH CHF CHF

3.2

126 FISCH Bond Fund (CHF) BC

Currency exposure is hedged

Currency exposure is hedged

CHF

3.2

127 Migros Bank (CH) Fonds Inst-GovernmentBond CHF I CHF

3.8

128 TURICUM Obligationen Welt CHF

4.3

Fund Name Currency Loss
114 Capacity Fonds Inst - Obligations CHF CHF

-3.8%

115 FISCH Bond Fund (CHF) BC

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.8%

116 GAM Helvetbond A CHF

-3.8%

117 Baloise F Invest (CH) - IF Oblig Schweiz CHF IL CHF

-3.9%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 0.2% -0.2%
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 size195Mn
  • 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).