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SWC (CH) EF World enhanced NT CHF

Ranked 213 out of 562 in - Global over 12 months
All calculations are in CHF unless stated

Managed by

Roger Rüegg

Roger Rüegg is based in Winterthur, Switzerland where he has worked at Zuercher Kantonalbank since 2011. He is a portfolio manager and business engineer responsible for the ZKB Aktien Welt enhanced global equity fund, using an active investment style. Outside of fund manager, Roger lists track and field athletics among his main interests.

Objective

The fund invests in stocks (at least 60% of the portfolio) that are compartments of the MSCI World ex Switzerland. The investment process is based on currency-, country and sector neutral stock selection. Within each sector, we select the most attractive undervalued (Value), high quality (Quality) and past winner stocks (Momentum). Combining all three factors (Value, Momentum and Quality) delivers on average promising returns above the market.

Showing fund performance in Switzerland View performance globally

Performance

Global over : 31/03/2017 - 31/03/2018
  • Rank 213/562 Total Return
  • Rank 213/562 Standard Deviation
  • Rank 177/562 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.9%
2017 19.1% 4.7% -0.6% 6.4% 7.5%
2016 10.0% -4.3% 2.0% 5.0% 7.3%
2015 1.0% 0.1% -3.3% -4.0% 8.7%
2014 19.4% 1.0% 5.8% 4.9% 6.6%
2013 26.6% 12.5% 1.7% 3.2% 7.1%
2012 14.3% 7.6% -0.2% 6.6% -0.1%
2011 -4.9% 3.6% -7.0% -11.2% 11.1%
2010 0.9% 4.8% -10.4% 3.3% 4.0%
2009 26.9% -6.8% 15.9% 12.6% 4.3%
2008 -43.3% -20.5% 2.1% -6.9% -24.9%
2007 -2.1% -4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date30/04/2007
  • Share Class size313Mn
  • Base currency
  • ISIN CH0030098740

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%

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