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Notenstein La Roche CH Mid-Small-Index Active Plus

Ranked 35 out of 46 in - Switzerland Small & Medium Companies 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 invests mainly in the securities of companies domiciled in Switzerland or those which are guaranteed by a company domiciled in Switzerland and listed on the Swiss stock market. The fund is suitable as a long-term investment in small and mid-cap companies in the Swiss equity market.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland Small & Medium Companies over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.8% 7.1% 3.6%
2016 12.8% 0.7% 1.7% 9.2% 0.8%
2015 13.4% 6.1% -2.0% -1.4% 10.5%
2014 11.8% 6.7% 3.0% -1.2% 2.9%
2013 27.3% 8.4% 0.8% 8.1% 7.9%
2012 12.8% 9.4% -4.9% 6.4% 1.9%
2011 -18.6% 1.7% -6.7% -14.5% 0.3%
2010 18.2% 6.8% -4.2% 4.8% 10.3%
2009 22.0% -10.0% 20.9% 13.9% -1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date31/12/2008
  • Share Class size337Mn
  • Base currencyCHF
  • ISIN CH0048604141

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

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).