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SaraSelect P CHF

Ranked 14 out of 47 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Marc Possa

Swiss-born Marc Possa graduated in Economics from the University of Zürich and holds both the Chartered Financial Analyst and Certified European Financial Analyst designations. From 1993 to 2004, he worked as an equity stockbroker for three companies: Credit Suisse, Deutsche Bank and Lombard Odier Darrier Hentsch. He subsequently joined Zürcher Kantonal Bank, specialising in proprietary strategic participations, before becoming partner at VV Vorsorge Vermögensverwaltung. Here he assumes a cyclical growth and value investment strategy within the small- and mid-cap universe, which performs best in a structural-driven environment. Away from his responsibilities as a fund manager, Marc is a dedicated family man.

Objective

The fund aims to achieve long-term asset growth by investing mainly in equity securities issued by small and medium-sized enterprises in Switzerland. Investments are made with a long-term perspective.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland Small & Medium Companies over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.6%
2017 41.1% 15.2% 8.8% 4.2% 8.0%
2016 26.5% 3.8% 4.3% 15.6% 1.1%
2015 12.0% 4.0% -1.2% -0.7% 9.8%
2014 3.5% 7.3% 1.4% -5.3% 0.5%
2013 31.4% 10.1% 0.7% 10.0% 7.6%
2012 13.0% 14.5% -5.8% 2.9% 1.8%
2011 -24.2% 4.4% -5.2% -22.0% -1.8%
2010 36.0% 11.3% -1.7% 8.3% 14.9%
2009 25.9% -15.4% 28.9% 16.9% -1.3%
2008 -51.1% -15.9% 0.0% -15.0% -31.6%
2007 19.6% 9.8% 12.9% -1.0% -2.5%
2006 41.5% 15.6% -1.3% 8.2% 14.7%
2005 27.4% 12.1% 2.6% 12.5% -1.4%
2004 23.4% 9.4% 11.2% -1.8% 3.3%
2003 33.1% -7.6% 18.0% 12.9% 8.1%
2002 -16.9% 1.8% 4.0% -19.4% -2.6%
2001 -23.0% -3.0% 1.1% -29.4% 11.4%
2000 17.6% 13.1% 2.4% 5.1% -3.3%
1999 38.7% 6.2% 10.2% 5.0% 12.9%
1998 5.5% 24.2% 8.4% -26.2% 6.1%
1997 28.5% 18.7% 16.5% 1.0% -8.0%
1996 4.5% -7.0% 7.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date01/02/1996
  • Share Class size408Mn
  • Base currencyCHF
  • ISIN CH0001234068

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.4

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