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Migros Bank (CH) Fonds Inst-PacificStock I

Ranked 14 out of 34 in - Asia Pacific Including Japan over 12 months
All calculations are in CHF unless stated

Managed by

Claude Michel

Objective

The investment objective of the fund is primarily to achieve long-term performance, which is consistent with the development of benchmark. The fund invests primarily in equity securities of Japanese, Australian and New Zealand companies. The fund may also invest in equity securities of companies with headquarters in other countries than from Pacific region.

Showing fund performance in Switzerland View performance globally

Performance

Asia Pacific Including Japan over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.7% 0.7% 6.4%
2016 7.5% -6.1% 2.4% 9.1% 2.4%
2015 -1.2% 4.2% -3.0% -10.8% 9.7%
2014 11.2% -2.6% 6.5% 4.5% 2.5%
2013 8.1% 8.2% -3.2% 2.4% 0.9%
2012 13.0% 7.3% -2.5% 3.9% 4.0%
2011 -15.2% -2.4% -8.1% -10.1% 5.2%
2010 5.1% 7.0% -8.1% 2.3% 4.4%
2009 30.4% -2.9% 21.3% 9.4% 1.3%
2008 -43.6% -18.3% -0.7% -12.8% -20.3%
2007 1.7% 2.8% 6.5% 2.6% -9.5%
2006 -8.4% 3.7% 7.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date10/02/2006
  • Share Class size74Mn
  • Base currencyCHF
  • ISIN CH0023406850

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.06%

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