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SWC (LU) BF Vision CHF AA

Ranked 101 out of 122 in - Swiss Franc over 12 months
All calculations are in CHF unless stated

Managed by

Sandro Grimm

Sandro Grimm is a fixed income portfolio manager at Zurich Cantonal Bank. He has been with the firm since 2009 and prior to this, he was a market risk controller at Vontobel. Currently based in Zurich, he manages the ZKB Obligationen CHF Aktiv Fund dealing in Swiss Franc fixed income, using a fundamentally active investment style. A Master in Chemical Engineering from Eidgenössische Technische Hochschule in Zurich, he is also a Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM).

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 : 30/06/2017 - 30/06/2018
  • Rank 101/122 Total Return
  • Rank 17/122 Standard Deviation
  • Rank 56/122 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% -0.4%
2017 -1.2% -0.3% -0.7% -0.2% 0.0%
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 11.8% 2.6% 2.9% 2.9% 2.9%
1994 -3.2% -1.5% -2.0% -1.5% 1.8%
1993 1.2% 2.4% 3.0%

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 size245Mn
  • Base currencyCHF
  • ISIN LU0141248293

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.70%

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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).