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SWC (CH) BF CHF (II) NT CHF

Ranked 84 out of 129 in - Swiss Franc over 12 months
All calculations are in CHF unless stated

Managed by

Sandro Grimm

Sandro Grimm is a fixed income portfolio manager at Zurich Cantonal Bank. He has been with the firm since 2009 and prior to this, he was a market risk controller at Vontobel. Currently based in Zurich, he manages the ZKB Obligationen CHF Aktiv Fund dealing in Swiss Franc fixed income, using a fundamentally active investment style. A Master in Chemical Engineering from Eidgenössische Technische Hochschule in Zurich, he is also a Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM).

Objective

The investment objective is to outperform the benchmark Swiss Bond Index (SBI) AAA-BBB Total Return over a rolling three-year horizon.

Showing fund performance in Switzerland View performance globally

Performance

Swiss Franc over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.2% -0.5% 0.1%
2016 1.8% 2.5% 1.5% -0.1% -2.0%
2015 1.9% 2.3% -1.2% 0.9% -0.1%
2014 7.0% 1.8% 1.7% 1.0% 2.3%
2013 -0.5% -0.2% -1.5% 1.1% 0.1%
2012 5.0% 1.5% 1.0% 1.7% 0.7%
2011 3.4% -0.2% 1.6% 1.5% 0.4%
2010 3.2% 1.7% 1.3% 0.9% -0.7%
2009 6.3% -0.2% 2.0% 3.8% 0.6%
2008 3.7% 0.6% -1.0% 2.0% 2.0%
2007 -0.7% -0.2% -2.6% 1.3% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date16/11/2006
  • Share Class size1,104Mn
  • Base currencyCHF
  • ISIN CH0027382941

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

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