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SWC (CH) EF North America A

Ranked 103 out of 244 in - US over 12 months
All calculations are in CHF unless stated

Managed by

Daniel Würmli

Daniel Würmli was born in Horgen, Switzerland in 1961. He started his financial training at the Swiss Business School where he studied banking, and worked as an apprentice at Credit Suisse. Daniel joined Swisscanto Asset Management in 1994 where he was a senior portfoilo manager. He moved to AIG (Switzerland) in 1998 before returning to Swisscanto AM in 2001 where he manages his funds using a 'style investing' approach. Daniel has been managing funds for over 18 years and is a Chartered European Financial Analyst and is ISMA-qualified. Outside of fund management he enjoys football and walking.

Objective

The fund's assets are invested as a majority in shares and other equity securities and participation rights issued by companies which have their registered office or their predominant business activities in North America (USA and Canada).

Showing fund performance in Switzerland View performance globally

Performance

US over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.1% -2.0% 5.6%
2016 10.6% -3.9% 3.0% 3.3% 8.3%
2015 -1.0% -1.5% -3.2% -4.3% 8.4%
2014 22.5% 0.8% 5.5% 7.5% 7.1%
2013 25.4% 13.0% 1.8% 1.0% 7.9%
2012 11.3% 8.7% -0.7% 6.2% -2.9%
2011 -1.4% 4.1% -9.2% -9.6% 15.4%
2010 2.0% 6.7% -10.9% 0.9% 6.3%
2009 28.3% -1.0% 12.2% 10.4% 4.6%
2008 -41.4% -21.4% 3.4% -3.1% -25.5%
2007 -2.2% 0.6% 7.5% -2.2% -7.5%
2006 5.9% 2.7% -8.5% 8.1% 4.2%
2005 20.2% 2.2% 8.5% 4.8% 3.4%
2004 0.4% 3.8% -0.2% -2.3% -0.8%
2003 13.8% -5.7% 16.1% -0.4% 4.4%
2002 -36.7% 1.0% -24.4% -18.9% 2.3%
2001 -13.2% -7.5% 9.9% -23.7% 12.0%
2000 -15.2% 7.1% -6.4% 2.5% -17.5%
1999 45.9% 13.6% 11.9% -9.6% 27.1%
1998 15.9% 17.5% 2.0% -19.1% 19.5%
1997 34.1% 6.7% 16.4% 4.3% 3.6%
1996 43.6% 10.3% 7.3% 2.7% 18.1%
1995 5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Liechtenstein
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date06/05/1993
  • Share Class size67Mn
  • Base currencyUSD
  • ISIN CH0000422433

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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