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IFS-Falcon Swiss Small & Mid Cap Equity Fund T

Ranked 32 out of 52 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Patrik Jäger

Objective

The objective of the fund's investment policy is to generate a total return in line with the Swiss equity market for small and medium-sized companies (Benchmark: SPI Extra).

Showing fund performance in Switzerland View performance globally

Performance

Switzerland Small & Medium Companies over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.6% 1.2%
2017 30.8% 13.0% 5.5% 4.4% 5.1%
2016 17.1% -1.6% 2.8% 14.4% 1.1%
2015 6.8% 3.2% -4.2% -3.3% 11.7%
2014 6.7% 5.2% 0.7% -2.4% 3.1%
2013 32.4% 10.1% 1.3% 8.8% 9.1%
2012 13.7% 11.0% -6.4% 4.5% 4.9%
2011 -20.0% -1.1% -5.1% -20.3% 6.9%
2010 20.8% 7.9% -6.1% 7.2% 11.1%
2009 39.1% -9.7% 26.5% 15.4% 5.5%
2008 -47.5% -15.1% -2.3% -14.0% -26.4%
2007 7.2% 9.9% 8.4% -6.5% -3.8%
2006 25.1% 12.4% -11.3% 8.8% 15.3%
2005 33.6% 10.4% 0.7% 17.5% 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date23/11/2004
  • Share Class size07Mn
  • Base currencyCHF
  • ISIN LU0198072315

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

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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).