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GAM Institutional - Swiss Equity A2

Ranked 54 out of 124 in - Switzerland over 12 months
All calculations are in CHF unless stated

Objective

At least 80% of the fund is invested in companies domiciled in Switzerland or whose main business activities are in Switzerland. The investment policy aims at long-term capital growth with simultaneous risk diversification. The fund is aimed exclusively at institutional investors such as banks and brokerages (including such customers of theirs as hold written asset management agreements), registered pension funds, insurance companies as well as service companies and industrial companies that possess professional treasury functions within the meaning of Article 10(3) IFO.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.2% 5.2%
2016 -0.9% -9.1% 4.3% 3.5% 1.0%
2015 2.6% 2.7% -2.1% -2.8% 5.0%
2014 11.9% 4.4% 2.7% 2.7% 1.8%
2013 25.4% 14.9% 0.2% 5.5% 3.3%
2012 17.1% 7.1% -2.0% 6.7% 4.6%
2011 -8.8% -0.5% -2.4% -12.5% 7.4%
2010 2.2% 6.5% -10.4% 3.3% 3.7%
2009 24.7% -9.3% 12.9% 17.6% 3.5%
2008 -33.3% -13.7% -1.7% -4.4% -17.7%
2007 -0.6% 3.4% 4.1% -3.2% -4.5%
2006 19.2% 7.1% -3.6% 9.9% 5.1%
2005 34.7% 4.5% 7.0% 10.7% 8.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date29/10/2004
  • Share Class size00Mn
  • Base currencyCHF
  • ISIN CH0018801768

Purchase Info

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

Charges

  • Annual management0.44%

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