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SWC (CH) BF CHF (I) AA CHF

Ranked 75 out of 121 in - Swiss Franc over 12 months
All calculations are in CHF unless stated

Managed by

Ralph Hüppin

Ralph Hüppin is head of CHF bonds at Swisscanto Invest by Zürcher Kantonalbank based in Zurich. He joined the group in 2012 from Bank Vontobel where he was a senior portfolio manager. He also spent two years at Deutsche Asset Management and prior to that worked for eight years at Zurich Cantonal Bank. He manages the Swisscanto Institutional Bond Domestic Fund, using an active credit investment style. Ralph is a member of the CFA Institute and graduated from the University of Zurich where he studied economics. Outside of work he enjoys tennis, music and the theatre.

Objective

The investment objective of the fund is to generate current income together with the long-term preservation of capital. The fund's assets are invested as a majority in Swiss francdenominated (CHF) bonds and other debt instruments. Derivatives may be used for achieving the investment objective.

Showing fund performance in Switzerland View performance globally

Performance

Swiss Franc over : 31/03/2017 - 31/03/2018
  • Rank 75/121 Total Return
  • Rank 38/121 Standard Deviation
  • Rank 47/121 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5%
2017 -0.2% 0.0% -0.3% 0.0% 0.1%
2016 0.8% 1.1% 0.9% 0.2% -1.4%
2015 0.6% 0.9% -0.3% -0.2% 0.2%
2014 4.2% 1.4% 1.2% 0.3% 1.3%
2013 0.3% -0.1% -1.0% 1.2% 0.2%
2012 7.1% 2.9% 0.9% 2.2% 0.9%
2011 1.1% 0.2% 1.5% 0.0% -0.6%
2010 3.7% 2.5% 0.8% 1.0% -0.6%
2009 10.0% -2.8% 6.3% 6.6% -0.1%
2008 -2.2% -0.9% -0.5% -2.2% 1.5%
2007 -2.0% -0.3% -2.8% 0.9% 0.2%
2006 0.0% -1.3% -1.1% 2.6% -0.2%
2005 1.4% 0.8% 1.4% 0.1% -0.8%
2004 2.9% 1.6% -1.7% 1.8% 1.2%
2003 1.5% 0.1% 1.0% -0.1% 0.6%
2002 7.2% 0.4% 2.3% 2.5% 1.8%
2001 0.4% 1.3% 0.0% 0.5% -1.4%
2000 3.0% -1.8% 0.8% 1.7% 2.4%
1999 -0.2% 1.5% -0.9% -1.0% 0.3%
1998 3.4% 1.5% -0.7% 1.6% 0.9%
1997 4.2% 1.7% 1.7% -0.2% 1.1%
1996 4.9% 0.6% -0.3% 3.2% 1.4%
1995 11.2% 2.7% 2.7% 3.1% 2.4%
1994 -1.3% -1.0% -2.5% 0.0% 2.2%
1993 13.4% 5.2% 2.3% 2.9% 2.3%
1992 13.6% 3.5% -0.9% 4.6% 5.9%
1991 7.9% 5.9% 2.7% -0.6% -0.2%
1990 0.5% -2.0% 4.9% -3.1% 0.8%
1989 -6.9% -2.3% -0.5% -2.2% -2.1%
1988 5.9% 3.3% 1.1% 0.4% 1.0%
1987 3.9% 1.5% 1.0% 0.1% 1.3%
1986 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Liechtenstein
  2. Switzerland

Fund Info

  • Launch date26/09/1986
  • Share Class size176Mn
  • Base currencyCHF
  • ISIN CH0002779665

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.70%

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