Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

MIRABAUD FUND (CH)-Swiss Equities-A

Ranked 43 out of 124 in - Switzerland over 12 months
All calculations are in CHF unless stated

Managed by

Nicolas Bürki

Nicolas Bürki, is currently a Portfolio Manager / Analyst in the Swiss equity research and portfolio management team at Mirabaud Asset Management. He manages the Mirabaud Fund (CH) - Swiss Equities fund, Swiss Equity mandates and has experience in the asset management industry since 1997. Prior to joining Mirabaud Asset Management in 2005, Mr Bürki worked at Banque Cantonale Vaudoise as Equity Analyst and Manager of institutional multi-manager mandates, and previously at Ernst & Young and Deloitte & Touche as Senior Financial Auditor. Mr Bürki holds a Master's degree in Economics from the University of Lausanne (HEC). He is a CFA and a CMT charterholder.

Paul Schibli

Objective

The objective of the fund is to outperform the Swiss Performance Index, which represents the broad investable Swiss equities market, while maintaining a moderate relative performance risk. The investment process is done through an active management style based on fundamental stock analysis in order to create a diversified portfolio representative of the specificities of the Swiss market. The fundamental stock analysis considers quantitative and qualitative aspects of balance sheets as well as the firms strategy, its competitive position, its risks and underlying stocks valuation and potential performance. The fund typically invests in 25 to 50 stocks.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.3% 4.3% 3.6%
2016 -2.0% -9.6% 2.2% 3.4% 2.7%
2015 4.1% 3.9% -2.8% -2.3% 5.5%
2014 10.1% 4.3% 2.8% 1.5% 1.3%
2013 22.9% 15.3% -0.6% 4.3% 2.8%
2012 12.6% 3.8% -2.6% 6.8% 4.2%
2011 -6.4% -1.0% -0.5% -11.8% 7.7%
2010 -3.1% 2.1% -9.3% 0.6% 4.0%
2009 18.2% -7.8% 7.8% 14.0% 4.4%
2008 -24.7% -12.6% -1.5% -1.1% -11.6%
2007 -1.3% 3.6% 3.7% -3.6% -4.6%
2006 15.5% 5.5% -4.5% 10.3% 4.0%
2005 28.6% 4.5% 5.3% 9.3% 7.0%
2004 8.7% 2.9% 4.5% 0.3% 0.8%
2003 17.2% -10.6% 16.5% 3.3% 8.9%
2002 -26.5% 2.6% -15.2% -18.2% 3.3%
2001 -20.9% -14.3% 3.2% -24.0% 17.6%
2000 6.9% -3.4% 4.8% 3.7% 1.7%
1999 5.3% -1.0% -1.6% 1.4% 6.6%
1998 17.7% 24.5% 4.5% -19.9% 12.9%
1997 43.9% 13.2% 6.7% 18.8% 0.3%
1996 12.5% -3.1% 11.3% -0.1% 4.3%
1995 9.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date01/08/1995
  • Share Class size60Mn
  • Base currencyCHF
  • ISIN CH0190950219

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment0

Related News

Exclusive: Mirabaud AM poaches AAA-rated Swiss equities manager

Thomas Jäger exits St Galler Kantonalbank to join Mirabaud's Swiss equities team.

Mirabaud Swiss equity PM talks valuation anomalies

VIDEO: Portfolio manager at the Geneva asset management firm Nicolas Bürki talks about the sectors he overweights and the no-go zones of Swiss equities.

Pfäffikon AM boutique poaches Mirabaud manager

Swiss equity specialist set to join next month and oversee firm's flagship strategy.

Equity star quits DeAWM to join Swiss group

Swiss equity head and Citywire A-rated manager leaves German group to join Geneva-based asset manager in senior role.

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