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SWC (CH) BF Nachhaltigkeit CHF NT CHF

Ranked 66 out of 125 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 goal is to outperform the benchmark Swiss Bond Index (SBI) AAA-BBB Total Return over a rolling three-year horizon. Our strategy is implemented through a balanced, active interest and credit allocation and targeted selection of securities. We invest in bonds issued by domestic and foreign borrowers with a minimum credit rating of BBB that meet the strict requirements of ZKB Sustainable Research Team.

Showing fund performance in Switzerland View performance globally

Performance

Swiss Franc over : 31/05/2016 - 31/05/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 0.3%
2016 1.7% 2.5% 1.4% -0.2% -1.9%
2015 1.6% 1.9% -1.1% 0.9% -0.2%
2014 6.8% 1.9% 1.5% 1.0% 2.2%
2013 -0.8% -0.1% -1.1% 0.6% -0.2%
2012 4.3% 1.3% 0.9% 1.4% 0.6%
2011 1.8% 0.0% 1.4% 0.0% 0.5%
2010 2.1% 1.9% 1.4% 0.5% -1.6%
2009 6.3% 0.4% 1.7% 3.2% 0.9%
2008 5.7% 0.6% -0.8% 2.8% 3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date01/11/2007
  • Share Class size87Mn
  • Base currencyCHF
  • ISIN CH0034335551

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).