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GAM Swiss Opportunities Equity A

Ranked 7 out of 136 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 is suitable for long-term-oriented, risk-aware equity investors wishing to invest in Swiss equity funds with a targeted, active investment approach.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.7% 2.3%
2017 22.6% 9.7% 5.5% 3.0% 2.8%
2016 4.6% -7.0% 2.9% 7.5% 1.6%
2015 3.4% 2.5% -2.1% -4.6% 7.9%
2014 9.1% 4.6% 1.7% 0.8% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date16/12/2013
  • Share Class size00Mn
  • Base currencyCHF
  • ISIN CH0228452063

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.40%
  • Initial investment1.40%

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