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LUKB Expert-Ertrag

Ranked 4 out of 78 in - Conservative CHF over 12 months
All calculations are in CHF unless stated

Objective

The fund is suitable for income-oriented investors. The focus of the fund's assets is on fixed-income investments. The Swiss franc is overweight relative to foreign currencies. In addition to good diversification, the quality of the plants is of particular importance. The aim of the income-oriented strategy is a steady and relatively fluctuating value development. The investment policy allows a large share of income to be distributed annually and to ensure ongoing income from the fund. In addition to the annual distributions, the shareholders have the opportunity to obtain additional share price gains at a limited risk.

Showing fund performance in Switzerland View performance globally

Performance

Conservative CHF over : 31/03/2017 - 31/03/2018
  • Rank 4/78 Total Return
  • Rank 64/78 Standard Deviation
  • Rank 20/78 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2%
2017 6.0% 1.7% 0.4% 2.2% 1.6%
2016 0.8% -1.0% 0.9% 0.9% -0.1%
2015 -2.3% -0.5% -2.7% -0.3% 1.3%
2014 5.4% 1.0% 1.6% 1.2% 1.5%
2013 1.1% 2.3% -2.6% 0.9% 0.5%
2012 4.5% 1.8% 0.6% 2.1% -0.1%
2011 0.9% 0.7% -1.4% -0.3% 1.9%
2010 -1.2% 1.0% -2.4% 1.3% -1.0%
2009 9.1% 0.2% 3.4% 4.1% 1.3%
2008 -9.5% -4.8% 0.3% -0.9% -4.4%
2007 3.1% 1.4% 1.5% 0.3% -0.1%
2006 2.9% 0.8% -2.0% 2.8% 1.3%
2005 7.0% 1.6% 1.9% 2.2% 1.1%
2004 2.0% 2.0% -2.0% 1.0% 1.1%
2003 5.0% -1.2% 4.4% 0.2% 1.6%
2002 -0.6% 0.5% -1.9% -0.5% 1.3%
2001 0.4% 0.7% 1.5% -4.2% 2.6%
2000 1.4% -0.6% -0.6% 1.6% 1.0%
1999 4.7% 1.8% 0.4% -1.3% 3.7%
1998 5.4% 5.4% 0.8% -3.9% 3.2%
1997 10.1% 4.2% 4.2% 0.4% 1.0%
1996 13.8% 2.5% 2.8% 2.6% 5.4%
1995 9.0% -1.0% 4.4% 1.9% 3.6%
1994 -4.1% -1.8% -2.7% -1.2% 1.6%
1993 13.6% 6.0% 1.8% 1.4% 3.8%
1992 10.9% 3.4% 0.7% -1.2% 7.7%
1991 11.6% 6.7% 3.8% 0.5% 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date23/11/1990
  • Share Class size1,400Mn
  • Base currencyCHF
  • ISIN CH0002773403

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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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).