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FISCH CB Global Defensive Fund AC

Ranked 44 out of 51 in - Convertibles Global over 12 months
All calculations are in CHF unless stated

Objective

The investment focus is on asymmetric convertible bonds with high credit quality. This allows for participation in rising equity markets and provides a high degree of protection during weaker market phases. The defensive approach of the fund is based on the strategy of using active management to produce outperformance versus the benchmark, the UBS Global Focus Investment Grade, especially in falling equity markets. In rising markets, the fund should at least match the benchmark performance.

Showing fund performance in Switzerland View performance globally

Performance

Convertibles Global over : 30/09/2016 - 30/09/2017
  • Rank 44/51 Total Return
  • Rank 34/51 Standard Deviation
  • Rank 43/51 Max Drawdown
Fund Name Currency Return
42 Raiffeisen Fonds - Convert Bond Global B

Currency exposure is hedged

Currency exposure is hedged

CHF

1.8%

43 OYSTER Global Convertibles C CHF HP

Currency exposure is hedged

Currency exposure is hedged

CHF

1.6%

44 FISCH CB Global Defensive Fund AC

Currency exposure is hedged

Currency exposure is hedged

CHF

1.3%

45 GAM Multibond - Global Convert Bd-CHF A

Currency exposure is hedged

Currency exposure is hedged

CHF

1.0%

46 Schroder ISF Global Cons Convertible Bd CHFH A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

0.9%

Fund Name Currency Risk
32 AXA WF Framlington Global Convertibles F C CHF H

Currency exposure is hedged

Currency exposure is hedged

CHF

3.1

33 UBS (Lux) Bond Sicav - Convert Gl EUR CHFhPa

Currency exposure is hedged

Currency exposure is hedged

CHF

3.2

34 Mirabaud - Convertible Bonds Global AH Cap CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.3

34 FISCH CB Global Defensive Fund AC

Currency exposure is hedged

Currency exposure is hedged

CHF

3.3

36 Credit Suisse (CH) Convert Internatl Bd Fd DAH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.5

Fund Name Currency Loss
41 Deutsche Invest I Corporate Hybrid Bonds CHF FCH

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.9%

42 SWC (LU) BF COCO ATH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.9%

43 FISCH CB Global Defensive Fund AC

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.0%

44 M&G Global Convertibles CHF A-H Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-2.0%

45 ZIF Wandelanleihen Global A1 CHF

-2.4%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.7% 0.5% 0.8%
2016 -2.3% -2.4% -1.2% 2.1% -0.7%
2015 -0.1% 2.9% -1.6% -2.3% 1.0%
2014 2.7% 1.7% 0.1% -1.2% 2.1%
2013 9.7% 3.0% 2.2% 3.3% 0.9%
2012 9.6% 5.3% -1.4% 2.9% 2.6%
2011 -3.8% 2.5% -0.4% -6.7% 1.1%
2010 -4.7% 4.2% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date14/01/2010
  • Share Class size27Mn
  • Base currencyCHF
  • ISIN LU0476938021
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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