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PPF - Credit Opportunities Fund

Ranked 1 out of 129 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 : 31/07/2016 - 31/07/2017
  • Rank 1/129 Total Return
  • Rank 124/129 Standard Deviation
  • Rank 10/129 Max Drawdown
Fund Name Currency Risk
122 LO Selection - The Global Fixed Inc Opp DH CHF IA

Currency exposure is hedged

Currency exposure is hedged

CHF

2.9

123 JSS BondSar P CHF CHF

3.0

124 PPF - Credit Opportunities Fund CHF

3.1

125 SWC (LU) BF Global Credit Opportunities GTH CHF CHF

3.2

126 FISCH Bond Fund (CHF) BC

Currency exposure is hedged

Currency exposure is hedged

CHF

3.2

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.6% 1.8%
2016 8.9% 0.8% 2.7% 3.3% 1.8%
2015 -2.7% 1.6% -1.2% -3.1% 0.0%
2014 5.9% 2.3% 1.8% 0.2% 1.5%
2013 3.5% 1.7% -1.0% 1.2% 1.6%
2012 0.6% 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date18/06/2012
  • Share Class size46Mn
  • Base currencyCHF
  • ISIN LU0765607063

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.20%

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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).