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GAM Multistock - Swiss Eq B

Ranked 25 out of 129 in - Switzerland over 12 months
All calculations are in CHF unless stated

Managed by

Daniel Häuselmann

Daniel Häuselmann is head of Swiss equities at GAM. Prior to joining GAM Group in May 2006, he was in charge of equity sales to institutional clients at Credit Suisse First Boston. Before that, he managed institutional mandates and funds at Julius Baer for three years and worked as a financial analyst for UBS and Dresdner Kleinwort Benson. Based in Zurich, he holds a master's in business and administration from the University of St. Gallen.

Objective

The Fund invests at least two thirds of its assets in shares, other equity securities and warrants on shares and equity securities (up to a maximum of 15% of the assets) of companies with their registered office or the major part of their business activities in Switzerland. Furthermore the Fund may invest up to a maximum of one third of its assets in other assets such as shares or other equity securities and equity rights of companies with their registered office or the major part of their business activities in recognised countries, or in fixed-interest or floating-rate securities, convertible and warrant bonds, in warrants on shares or other equities and equity rights of issuers from recognised countries.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.6% 5.8% 3.0%
2016 4.8% -6.6% 2.0% 8.1% 1.8%
2015 4.7% 2.1% -1.9% -3.9% 8.7%
2014 7.1% 3.8% 1.1% 0.2% 2.0%
2013 30.5% 13.0% 0.8% 8.1% 5.9%
2012 14.2% 9.0% -4.9% 5.4% 4.5%
2011 -14.8% -0.9% -5.0% -15.5% 7.2%
2010 2.4% 6.3% -12.1% 3.9% 5.4%
2009 26.7% -10.2% 16.0% 19.3% 2.1%
2008 -36.0% -14.5% -3.0% -4.8% -18.9%
2007 -1.4% 3.9% 3.9% -4.1% -4.8%
2006 21.7% 8.4% -4.2% 10.2% 6.3%
2005 31.4% 4.0% 6.1% 10.3% 7.9%
2004 1.6% 0.1% 0.9% -2.0% 2.7%
2003 23.7% -10.2% 17.5% 5.4% 11.1%
2002 -29.5% 1.0% -11.1% -18.9% -3.2%
2001 -25.7% -14.7% 2.4% -22.6% 9.8%
2000 11.3% 7.0% 1.9% 6.5% -4.1%
1999 14.3% -0.5% -0.6% 0.9% 14.6%
1998 11.0% 19.5% 1.9% -24.3% 20.5%
1997 46.8% 14.8% 18.9% 1.1% 6.3%
1996 16.1% 8.1% 3.3% -1.4% 5.3%
1995 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Estonia
  4. France
  5. Germany
  6. Italy
  7. Latvia
  8. Liechtenstein
  9. Lithuania
  10. Luxembourg
  11. Netherlands
  12. Peru
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date28/11/1991
  • Share Class size133Mn
  • Base currencyCHF
  • ISIN LU0026741651

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%

Related News

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GAM's Daniel Häuselmann believes some investors are overlooking the Swiss market due to a lack of turnaround stories.

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