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FISCH CB Global Defensive Fund AC

Ranked 34 out of 53 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 : 31/12/2016 - 31/12/2017
  • Rank 34/53 Total Return
  • Rank 34/53 Standard Deviation
  • Rank 26/53 Max Drawdown
Fund Name Currency Return
32 Deutsche Invest I Convertibles CHF FCH

Currency exposure is hedged

Currency exposure is hedged

CHF

3.8%

33 H. A. M. Convertible Growth Fund CHF CHF

3.6%

34 FISCH CB Global Defensive Fund AC CHF

3.5%

35 LO Funds - Convertible Bond Syst Hdg (CHF) NA

Currency exposure is hedged

Currency exposure is hedged

CHF

3.2%

36 F&C Global Convertible Bond A CHF Hedge Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

3.2%

Fund Name Currency Risk
33 Credit Suisse (CH) Convert Internatl Bd Fd DAH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.4

34 FISCH CB Global Defensive Fund AC CHF

3.4

35 Mirabaud - Convertible Bonds Global AH Cap CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.4

36 FISCH CB Sustainable Fund AC CHF

3.5

36 Vontobel Fund Global Convertible Bond H CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.5

Fund Name Currency Loss
24 LGT Select Convertibles (CHF) B CHF

-1.2%

24 Man Convertibles Global I H CHF Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.2%

26 FISCH CB Global Defensive Fund AC CHF

-1.3%

27 OYSTER Global Convertibles C CHF HP

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.4%

27 UBAM Global Convertible Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.4%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 3.5% 0.7% 0.5% 0.8% 1.5%
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. France
  3. Germany
  4. Luxembourg
  5. Switzerland

Fund Info

  • Launch date14/01/2010
  • Share Class size26Mn
  • Base currencyCHF
  • ISIN LU0476938021

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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