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LUKB Expert-Zuwachs

Ranked 9 out of 89 in - Balanced CHF over 12 months
All calculations are in CHF unless stated

Objective

The fund is designed for capital-oriented investors. Equities and fixed-income investments are almost equilibrium. About half of the fund's assets are invested in foreign currencies. In addition to good diversification, the quality of the plants is of particular importance. Due to the relatively high proportion of equities and foreign currencies, the fluctuation margin of the yield is increased. The investment policy aims at a longer-term increase in value at a manageable risk. In addition, the bond portion ensures an appropriate current income.

Showing fund performance in Switzerland View performance globally

Performance

Balanced CHF over : 31/12/2016 - 31/12/2017
  • Rank 9/89 Total Return
  • Rank 84/89 Standard Deviation
  • Rank 59/89 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 11.4% 3.2% 0.9% 4.0% 2.9%
2016 1.7% -2.9% 1.2% 2.1% 1.4%
2015 -2.8% -0.3% -3.7% -1.7% 3.1%
2014 7.1% 0.9% 2.3% 1.9% 1.9%
2013 5.4% 4.7% -2.8% 1.7% 1.8%
2012 7.3% 3.5% -0.1% 3.6% 0.2%
2011 -1.5% 1.6% -3.2% -3.5% 3.9%
2010 -2.6% 1.1% -5.4% 2.0% -0.2%
2009 14.5% -0.9% 5.9% 6.6% 2.4%
2008 -20.2% -8.9% 0.6% -2.9% -10.3%
2007 4.2% 1.8% 3.9% -0.6% -0.9%
2006 6.2% 2.5% -3.6% 4.5% 2.9%
2005 14.3% 2.6% 3.4% 4.5% 3.1%
2004 2.3% 2.5% -1.8% 0.1% 1.6%
2003 10.6% -4.0% 9.4% 1.2% 4.1%
2002 -12.8% 0.7% -8.4% -6.5% 1.1%
2001 -4.7% -1.8% 2.8% -12.0% 7.2%
2000 0.4% 1.0% -1.6% 1.4% -0.3%
1999 12.6% 2.9% 2.7% -1.9% 8.7%
1998 6.6% 8.6% 2.2% -9.9% 6.5%
1997 16.4% 7.5% 6.2% 0.9% 1.0%
1996 19.2% 4.1% 4.1% 2.1% 7.7%
1995 6.1% -4.6% 5.4% 2.0% 3.5%
1994 -6.6% -3.1% -3.5% -0.9% 0.9%
1993 17.2% 7.6% 2.1% 0.9% 5.8%
1992 9.3% 4.5% -0.1% -3.6% 8.6%
1991 10.6% 8.6% 3.4% -0.2% -1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date23/11/1990
  • Share Class size622Mn
  • Base currency
  • ISIN CH0002773411

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.10%

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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).