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SWC (CH) EF Emerging Markets AA USD

Ranked 163 out of 222 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Managed by

Raphael Lüscher

Objective

The fund invests predominantly in equities of undertakings from emerging markets. With the wide spread of equities over various sectors and countries, the risk is reduced in comparison with an investment in a single asset.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.3% -6.0%
2017 26.1% 7.2% 0.2% 9.8% 7.0%
2016 3.8% -4.5% 4.0% 5.1% -0.6%
2015 -14.3% -1.2% -3.3% -13.4% 3.6%
2014 13.5% -2.2% 8.6% 4.5% 2.3%
2013 -8.5% -0.1% -10.9% 1.3% 1.6%
2012 11.3% 10.5% -6.9% 5.2% 3.0%
2011 -23.9% -0.6% -9.6% -18.8% 4.3%
2010 3.0% 1.7% -6.6% 5.3% 2.9%
2009 62.0% 7.2% 26.3% 12.3% 6.6%
2008 -58.9% -21.7% 1.4% -24.8% -31.2%
2007 25.9% 0.8% 13.5% 9.2% 0.8%
2006 21.5% 9.8% -11.1% 8.7% 14.5%
2005 55.4% 6.6% 11.3% 17.5% 11.5%
2004 12.6% 10.3% -10.9% 8.1% 6.0%
2003 57.0% -5.7% 25.9% 14.9% 15.0%
2002 -18.5% 16.7% -17.5% -20.3% 6.3%
2001 0.3% 3.0% 7.3% -29.4% 28.5%
2000 -35.4% 10.4% -24.4% -6.4% -17.3%
1999 97.9% 15.6% 45.1% -16.2% 40.7%
1998 -23.4% 13.5% -24.8% -23.3% 17.0%
1997 1.2% 22.6% 7.2% -3.5% -20.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Liechtenstein
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date29/11/1996
  • Share Class size67Mn
  • Base currencyCHF
  • ISIN CH0004661267

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.90%

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