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SWC (LU) EF Green Invest Emerging Markets AT

Ranked 168 out of 222 in - Global Emerging Markets over 12 months
All calculations are in CHF unless stated

Managed by

Raphael Lüscher

Objective

The investment objective is to generate long-term capital growth by investing in the shares of sustainable companies in emerging markets.

Showing fund performance in Switzerland View performance globally

Performance

Global Emerging Markets over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% -6.3%
2017 25.3% 7.1% 0.6% 9.3% 6.5%
2016 3.9% -4.2% 4.1% 5.4% -1.1%
2015 -13.6% -1.3% -5.4% -11.0% 3.9%
2014 13.3% 1.5% 5.4% 4.4% 1.5%
2013 5.5% 7.1% -7.5% 2.6% 3.8%
2012 15.4% 8.1% -5.6% 5.8% 6.8%
2011 -27.0% -2.6% -10.5% -22.4% 8.0%
2010 -4.3% -0.8% -8.0% 6.3% -1.3%
2009 77.8% 8.8% 31.3% 13.2% 10.0%
2008 -22.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date25/08/2008
  • Share Class size22Mn
  • Base currency
  • ISIN LU0338548034

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment2

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