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JSS Sustainable Portfolio Defensive P (CHF)

Ranked 33 out of 84 in - Conservative CHF over 12 months
All calculations are in CHF unless stated

Managed by

Philipp Murmann

Objective

The fund invests globally in equity, fixed-income and floating-rate securities issued by countries, organisations and companies which contribute to a sustainable development. Investments are made in accordance with the regulations for financial investments of pension funds as set out by the Swiss Federal Act on Occupational Retirement, Survivors' and Disability Pension Plans (BVG).

Showing fund performance in Switzerland View performance globally

Performance

Conservative CHF over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.3% 0.3%
2017 4.0% 1.4% 0.1% 1.6% 0.8%
2016 0.3% -0.4% 1.4% 0.6% -1.3%
2015 -2.0% -0.8% -2.1% 0.0% 0.9%
2014 6.6% 1.5% 1.8% 1.4% 1.7%
2013 4.5% 3.5% -1.3% 1.4% 0.8%
2012 6.1% 2.8% 0.1% 2.3% 0.9%
2004 2.4% -1.4% -0.4%
2003 7.6% -3.7% 7.4% 1.1% 3.0%
2002 -8.1% 0.7% -3.9% -5.6% 0.6%
2001 -7.6% -4.4% 0.9% -7.7% 3.8%
2000 0.2% 0.0% -0.5% 0.2% 0.5%
1999 -0.7% -1.2% 5.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Liechtenstein
  2. Switzerland

Fund Info

  • Launch date11/01/1999
  • Share Class size106Mn
  • Base currencyCHF
  • ISIN CH0009850964

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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