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SWC (CH) Pension BF Foreign CHF AST

Ranked 43 out of 129 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 fixed- or variable income securities denominated in CHF of issuers domiciled outside Switzerland.

Showing fund performance in Switzerland View performance globally

Performance

Swiss Franc over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 0.2% -0.3%
2016 1.3% 1.3% 1.0% 0.2% -1.2%
2015 1.1% 1.2% -0.4% 0.1% 0.2%
2014 4.9% 1.4% 1.4% 0.5% 1.5%
2013 0.7% 0.4% -1.1% 1.2% 0.1%
2012 8.1% 3.5% 1.1% 2.5% 0.8%
2011 1.4% 0.7% 1.6% -0.1% -0.8%
2010 4.3% 3.2% 1.0% 1.4% -1.2%
2009 14.7% -3.8% 9.0% 8.0% 1.3%
2008 -8.0% -2.4% 0.7% -6.9% 0.6%
2007 -2.9% -0.2% -2.9% 0.3% -0.2%
2006 0.1% -1.7% -1.2% 3.2% -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date24/11/2005
  • Share Class size790Mn
  • Base currencyCHF
  • ISIN CH0021284036

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.24%

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