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JSS GlobalSar - Balanced (CHF) P CHF dist

Ranked 29 out of 89 in - Balanced CHF over 12 months
All calculations are in CHF unless stated

Managed by

Aram Compton

Objective

The assets of the Fund are invested worldwide primarily in equities and fixed income securities. The fund may also invest part of its assets in convertible bonds and bonds with warrants, fixed or floating rate securities (including zero bonds) as well as in warrants and comparable assets.

Showing fund performance in Switzerland View performance globally

Performance

Balanced CHF over : 31/12/2016 - 31/12/2017
  • Rank 29/89 Total Return
  • Rank 34/89 Standard Deviation
  • Rank 28/89 Max Drawdown
Fund Name Currency Return
27 LO Selection - The Balanced CHF MA CHF

9.4%

28 UBS (CH) Strategy Fund - Balanced (CHF) P

Currency exposure is hedged

Currency exposure is hedged

CHF

9.4%

29 JSS GlobalSar - Balanced (CHF) P CHF dist CHF

9.4%

30 Synchrony LPP 40 SRI B CHF

9.3%

31 LUKB Expert-Vorsorge 45 CHF

9.2%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 9.4% 2.8% 1.2% 3.3% 1.8%
2016 3.0% -1.7% 1.8% 3.0% -0.1%
2015 -1.0% 2.8% -3.0% -3.9% 3.2%
2014 11.4% 1.5% 3.3% 3.1% 3.2%
2013 9.2% 5.3% -1.1% 2.1% 2.8%
2012 10.5% 5.6% -1.1% 3.8% 1.8%
2011 -7.0% 0.1% -2.3% -6.6% 1.7%
2010 2.5% 2.7% -5.8% 3.5% 2.4%
2009 12.1% -6.1% 8.6% 7.9% 1.9%
2008 -27.2% -8.7% -0.1% -7.7% -13.5%
2007 1.8% 0.6% 4.0% -1.7% -1.0%
2006 8.2% 3.7% -4.8% 5.6% 3.8%
2005 21.6% 3.0% 6.0% 6.9% 4.3%
2004 1.6% 3.9% -4.0% -0.8% 2.7%
2003 15.0% -4.8% 12.4% 3.1% 4.3%
2002 -15.0% 0.9% -6.8% -8.6% -1.0%
2001 -11.1% -4.3% 1.5% -10.3% 1.9%
2000 -4.4% 2.6% -2.8% -1.6% -2.7%
1999 22.6% 3.5% 3.5% -0.2% 14.8%
1998 9.8% 8.8% 2.8% -7.4% 6.0%
1997 17.4% 5.7% 8.8% 1.7% 0.4%
1996 21.3% 2.7% 5.0% 0.8% 11.6%
1995 5.9% -5.5% 6.3% 2.6% 2.7%
1994 -10.3% -4.5% -4.9% -0.9% -0.2%
1993 16.1% 7.7% 1.6% 1.2% 4.8%
1992 9.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Liechtenstein
  9. Luxembourg
  10. Netherlands
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date02/09/1992
  • Share Class size199Mn
  • Base currencyCHF
  • ISIN LU0058890657

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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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).