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PPF - Credit Opportunities Fund B

Ranked 1 out of 128 in - Swiss Franc over 12 months
All calculations are in CHF unless stated

Objective

The Fund invests primarily in fixed-or variable-income securities, including all types of fixed or variable-rate bonds which are issued by businesses, communities and states, and money market instruments and money market investments. Up to 20% of the Fund's assets may be invested in convertible bonds. It is intended to invest at least 51% of net assets in Assets denominated in Swiss francs.

Showing fund performance in Switzerland View performance globally

Performance

Swiss Franc over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.7% 2.0% 1.5%
2016 9.6% 1.0% 2.9% 3.5% 1.9%
2015 -2.0% 1.8% -1.0% -2.9% 0.2%
2014 6.8% 2.5% 1.8% 0.6% 1.7%
2013 4.4% 1.9% -0.7% 1.4% 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date02/11/2012
  • Share Class size166Mn
  • Base currencyCHF
  • ISIN LU0810289230

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%

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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).