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Notenstein La Roche Asia Opportunity

Ranked 97 out of 147 in - Asia Pacific Excluding Japan over 12 months
All calculations are in CHF unless stated

Managed by

Matthias Geissbuehler

Matthias Geissbuehler works at Bank La Roche, where he moved from AAM Privatbank in January 2010 as senior analyst and fund manager. La Roche was merged with Notenstein in October 2015 to form Notenstein La Roche. He holds a masters degree in economics from University of St. Gallen (HSG) and is both a CFA and CMT Charterholder.

Objective

The fund mainly invests in Asia based large-cap companies (without Japan). The main markets are China and India. The prime investment focus is on the domestic economy.The fund may make use of passive instruments such as exchange traded funds (ETFs).

Showing fund performance in Switzerland View performance globally

Performance

Asia Pacific Excluding Japan over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.1% 1.6% 7.1%
2016 2.4% -2.7% 2.6% 5.7% -2.9%
2015 -10.4% 1.4% -5.2% -10.4% 4.0%
2014 17.5% -1.9% 7.6% 6.0% 5.1%
2013 -3.6% 8.7% -10.0% -0.7% -0.8%
2012 16.5% 7.8% -1.3% 5.1% 4.1%
2011 -14.8% -1.6% -7.0% -12.1% 6.0%
2010 7.6% 6.4% -2.6% 5.0% -1.0%
2009 2.8% 0.0% 0.0% 0.0% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date31/12/2008
  • Share Class size32Mn
  • Base currencyCHF
  • ISIN CH0105899444

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment1.5

Related News

Head of portfolio management and advisory exits Notenstein La Roche

The asset management specialist is leaving after less than a year with the bank.

St. Gallen bank liquidates CIO's North American equity fund

Strategy liquidated a month after the bank closed its European equity fund.

Notenstein La Roche closes equity fund of A-rated CIO

St. Gallen-based private bank liquidates the European equity strategy for strategic reasons.

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