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FISCH CB Sustainable Fund AC

Ranked 40 out of 50 in - Convertibles Global over 12 months
All calculations are in CHF unless stated

Managed by

Roland Hotz

Stefan Meyer

Stefan Meyer was born in Zurich during the late sixties. He studied at his home town University and graduated with a degree in economics. He started his career in the investment industry some 15 years ago working for UBS as a portfolio manager. In 1998 he moved to Bank Leu where he was the head of portfolio management for three years. He then joined VP Bank where he occupied the role of head of fund management. He joined Fisch Asset management in 2008 where he is currently a partner and fund manager. Outside of fund management Stefan likes to unwind by taking long walks.

Objective

The Fund invests worldwide in convertible bonds with hybrid characteristics of sustainable companies. Hybrid CB's profit from rising stock markets and at the same time provide efficient capital protection against market setbacks. Fisch belongs to the leading experts in Convertibles.

Showing fund performance in Switzerland View performance globally

Performance

Convertibles Global over : 31/07/2016 - 31/07/2017
  • Rank 40/50 Total Return
  • Rank 24/50 Standard Deviation
  • Rank 25/50 Max Drawdown
Fund Name Currency Return
38 CS (Lux) Global Balanced Conv Bd Fd BH CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

3.0%

39 OYSTER Global Convertibles C CHF HP

Currency exposure is hedged

Currency exposure is hedged

CHF

2.7%

40 FISCH CB Sustainable Fund AC

Currency exposure is hedged

Currency exposure is hedged

CHF

2.7%

41 Raiffeisen Fonds - Convert Bond Global B

Currency exposure is hedged

Currency exposure is hedged

CHF

2.6%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

2.5%

Fund Name Currency Risk
22 Schroder ISF Global Cons Convertible Bd CHFH A Acc

Currency exposure is hedged

Currency exposure is hedged

CHF

2.4

22 GAM Multibond - Global Convert Bd-CHF A

Currency exposure is hedged

Currency exposure is hedged

CHF

2.4

24 FISCH CB Sustainable Fund AC

Currency exposure is hedged

Currency exposure is hedged

CHF

2.6

25 JPM Global Convertibles EUR C Acc CHF Hdg

Currency exposure is hedged

Currency exposure is hedged

CHF

2.6

26 UBAM Global Convertible Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

2.6

Fund Name Currency Loss
23 UBAM Global Convertible Bond AHC CHF

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.1%

24 F&C Global Convertible Bond A CHF Hedge Inc

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.1%

25 FISCH CB Sustainable Fund AC

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.2%

26 Oaktree (Lux) Fds-Oaktree Gl Conv Bond H CHF B

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.2%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-1.3%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 0.9% 1.2%
2016 -3.3% -2.5% -2.5% 2.1% -0.4%
2015 1.0% 3.9% -1.4% -4.1% 2.8%
2014 3.0% 3.0% 1.3% -2.0% 0.7%
2013 15.0% 4.1% 2.9% 3.8% 3.4%
2012 11.5% 8.7% -2.2% 2.4% 2.4%
2011 -8.8% 3.9% -2.4% -10.6% 0.5%
2010 1.2% 2.3% -6.3% 3.8% 1.6%
2009 10.6% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date15/05/2009
  • Share Class size486Mn
  • Base currencyCHF
  • ISIN LU0428953342
  • 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).