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SGKB (CH) Fund - Aktien Schweiz B

Ranked 26 out of 124 in - Switzerland over 12 months
All calculations are in CHF unless stated

Managed by

Thomas Jäger

Objective

The fund invests predominantly in stocks and similar securities of Swiss companies. Large, medium and small-cap companies are considered when selecting the shares. The fund holds an average of between 30-50 positions depending on the market situation. The fund is suitable for investors who wish to participate in the performance of the Swiss stock market.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.6% 5.7% 2.6%
2016 6.5% -3.1% 3.0% 3.9% 2.7%
2015 7.2% 3.1% -2.9% -2.1% 9.4%
2014 11.3% 4.8% 2.0% -1.0% 5.1%
2013 25.0% 14.1% -1.9% 6.4% 4.9%
2012 16.0% 5.3% -1.0% 2.8% 8.2%
2011 -13.8% 1.3% -4.5% -17.3% 7.8%
2010 5.8% 8.4% -11.8% 4.1% 6.3%
2009 24.3% -9.9% 15.5% 18.6% 0.8%
2008 -38.0% -14.9% -0.4% -8.3% -20.3%
2007 1.4% 5.2% 4.5% -4.4% -3.5%
2006 22.0% 8.7% -4.4% 9.5% 7.3%
2005 31.6% 5.1% 6.2% 10.5% 6.7%
2004 0.7% -4.9% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date28/02/2017
  • Share Class size34Mn
  • Base currencyCHF
  • ISIN CH0334714588

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.60%

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