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SWC (CH) Pension BF Domestic CHF AST

Ranked 72 out of 128 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 fund invests at least two-thirds of its assets in bonds denominated in CHF of borrowers domiciled in Switzerland.

Showing fund performance in Switzerland View performance globally

Performance

Swiss Franc over : 30/11/2016 - 30/11/2017
  • Rank 72/128 Total Return
  • Rank 122/128 Standard Deviation
  • Rank 109/128 Max Drawdown
Fund Name Currency Risk
120 UBS (CH) Inst Fd-Bonds CHF Inland Passive II I-X CHF

2.7

121 CSIMF Swiss Bonds CHF DA CHF

2.7

122 FISCH Bond Fund (CHF) BC

Currency exposure is hedged

Currency exposure is hedged

CHF

2.7

122 SWC (CH) Pension BF Domestic CHF AST CHF

2.7

122 ZIF Obligationen CHF Inland A1 CHF

2.7

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.2% -0.6% 0.0%
2016 1.4% 2.8% 1.6% -0.3% -2.6%
2015 1.6% 2.0% -1.3% 1.1% -0.2%
2014 7.6% 2.2% 1.7% 1.1% 2.3%
2013 -2.5% -0.6% -2.1% 0.5% -0.4%
2012 3.0% 0.5% 1.2% 1.2% 0.1%
2011 6.2% -0.6% 1.8% 3.9% 1.1%
2010 3.2% 1.6% 2.1% 0.9% -1.3%
2009 5.3% 0.0% 1.0% 3.3% 0.8%
2008 6.6% 0.7% -0.8% 3.4% 3.2%
2007 -1.0% -0.4% -2.9% 1.3% 1.0%
2006 0.0% -1.7% -1.4% 3.2% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date30/12/2005
  • Share Class size1,832Mn
  • Base currencyCHF
  • ISIN CH0021283970

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.22%

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