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Migros Bank (CH) Fonds Inst-SmallerStkSwitz I

Ranked 7 out of 52 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Patrick Hasler

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 mainly in equities of small and mid-cap companies that are included in the benchmark, their headquarters are in Switzerland or the majority of their economic activity is based in Switzerland.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland Small & Medium Companies over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.0% 4.7%
2017 32.8% 9.9% 7.5% 7.6% 4.4%
2016 8.3% -0.6% 0.7% 6.8% 1.4%
2015 11.0% 4.8% -3.6% -1.1% 11.1%
2014 12.5% 6.0% 3.5% -0.3% 2.9%
2013 29.9% 10.6% 0.5% 8.2% 8.1%
2012 16.0% 9.6% -3.5% 5.8% 3.7%
2011 -19.9% 0.0% -5.2% -18.0% 3.1%
2010 19.5% 9.9% -6.5% 6.5% 9.2%
2009 30.8% -8.1% 22.2% 16.3% 0.2%
2008 -41.2% -12.6% -2.3% -9.3% -24.1%
2007 4.4% 11.9% 6.3% -9.5% -3.0%
2006 -3.0% 11.3% 13.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date09/02/2006
  • Share Class size41Mn
  • Base currencyCHF
  • ISIN CH0023406876

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.06%

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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).