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LO Selection - The Credit Bond Fund CHF PA

Ranked 48 out of 115 in - Swiss Franc over 36 months
All calculations are in CHF unless stated

Objective

The Sub-Fund aims to generate income and capital growth over the long term. It mainly invests worldwide in CHF denominated bonds, other fixed or floating rate debt securities and short-term debt securities of corporate issuers.

Showing fund performance in Switzerland View performance globally

Performance

Swiss Franc over : 30/06/2015 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -1.0%
2017 1.1% 0.6% 0.2% 0.3% 0.1%
2016 3.1% 0.8% 1.8% 1.4% -0.9%
2015 -0.2% 1.7% -0.6% -1.8% 0.6%
2014 3.0% 1.3% 1.9% 0.2% -0.4%
2013 1.2% 0.5% -1.0% 1.1% 0.7%
2012 5.9% 2.5% 0.5% 1.5% 1.4%
2011 1.0% 0.2% 1.2% -0.3% 0.0%
2010 2.5% 1.5% 0.4% 1.2% -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Italy
  2. Luxembourg
  3. Spain
  4. Switzerland

Fund Info

  • Launch date03/12/2009
  • Share Class size17Mn
  • Base currencyEUR
  • ISIN LU0465331949

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.5

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