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SaraSelect P CHF

Ranked 2 out of 45 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 invests in shares of small and medium-sized companies domiciled in Switzerland and Liechtenstein. Its investment strategy is based on the "value" approach. In addition, it systematically takes minority shareholders' interests into account. The fund's investments are focused on well-managed, cheaply valued companies with healthy balance sheets, free cash flows and leading market positions. The investments are long-term and anti-cyclical.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland Small & Medium Companies over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 15.2%
2016 25.2% 3.8% 4.3% 15.6% 0.1%
2015 11.1% 4.0% -1.2% -0.7% 8.9%
2014 2.4% 7.3% 1.4% -5.3% -0.6%
2013 30.1% 10.1% 0.7% 10.0% 6.6%
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. Liechtenstein
  2. Switzerland

Fund Info

  • Launch date01/02/1996
  • Share Class size430Mn
  • Base currencyCHF
  • ISIN CH0001234068

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5

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