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Swisscanto (LU) BF Vision CHF AA

Ranked 94 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 investment objective is to generate an adequate return in CHF on a long-term basis by investing in bonds worldwide.The fund invests at least two thirds of its assets in fixed- and variable-interest securities of first-class states and companies. Derivatives may be used for achieving the investment objective.

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 -0.3% -0.7%
2016 -0.1% 1.1% 0.7% -0.5% -1.5%
2015 0.6% 0.7% -0.2% 0.4% -0.3%
2014 4.0% 1.3% 1.1% 0.5% 1.1%
2013 -1.1% 0.0% -1.4% 0.7% -0.3%
2012 2.7% 1.2% 0.7% 1.1% -0.2%
2011 2.7% -0.6% 1.2% 2.4% -0.3%
2010 2.5% 1.6% 1.4% 0.7% -1.1%
2009 3.5% -2.2% 2.2% 3.6% -0.1%
2008 4.0% 0.0% -1.1% 1.4% 3.6%
2007 -0.9% -0.3% -2.5% 1.2% 0.7%
2006 -0.6% -1.4% -1.0% 2.2% -0.3%
2005 1.4% 0.8% 1.4% 0.0% -0.8%
2004 2.2% 1.3% -1.9% 1.6% 1.1%
2003 0.4% -0.1% 0.6% -0.4% 0.2%
2002 7.7% 0.4% 2.1% 3.1% 1.9%
2001 3.5% 1.7% 0.2% 1.7% -0.2%
2000 3.0% -2.0% 0.5% 1.9% 2.5%
1999 -0.4% 1.2% -0.9% -1.0% 0.4%
1998 3.8% 1.6% -0.7% 1.7% 1.0%
1997 4.4% 1.6% 1.9% -0.2% 1.0%
1996 4.3% 0.0% -0.7% 3.8% 1.1%
1995 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Liechtenstein
  4. Luxembourg
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date29/03/1993
  • Share Class size352Mn
  • Base currencyCHF
  • ISIN LU0141248293

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.70%

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