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Unigestion Swiss Equities

Ranked 73 out of 124 in - Switzerland over 12 months
All calculations are in CHF unless stated

Managed by

Alexei Jourovski

Alexei Jourovski is a portfolio manager and head of equity at Unigestion based in Geneva. He joined the firm in 2001 and currently deals in equities, using a risk managed investment style. Alexei graduated from the University of Geneva with a BA in Economics.

Objective

The main objective of the fund is to achieve a performance equal to or greater than the SMI index with a lower volatility. This is achieved by using a quantitative method based on the construction of a "minimum variance" portfolio, i.e. the optimal portfolio having the lowest expected volatility or risk.

Showing fund performance in Switzerland View performance globally

Performance

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

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.3% 5.1% 3.1%
2016 4.0% -3.9% 3.7% 3.2% 1.1%
2015 8.2% 4.3% -2.9% -1.0% 7.9%
2014 12.2% 4.9% 2.0% 1.1% 3.8%
2013 22.9% 14.0% -2.0% 5.4% 4.4%
2012 13.9% 4.8% 1.0% 4.7% 2.9%
2011 -4.8% 1.4% -1.8% -10.3% 6.5%
2010 4.4% 6.9% -8.5% 3.6% 3.0%
2009 19.6% -9.0% 12.2% 15.7% 1.3%
2008 -34.3% -12.4% -2.5% -4.9% -19.1%
2007 4.2% 5.6% 3.6% -2.5% -2.2%
2006 25.5% 10.7% -3.9% 12.0% 5.4%
2005 26.1% 4.5% 5.2% 11.1% 3.2%
2004 11.7% 5.2% 3.8% -1.4% 3.8%
2003 19.9% -7.8% 11.9% 9.5% 6.1%
2002 -24.1% -0.8% -5.5% -19.7% 0.8%
2001 -32.4% -14.8% -1.4% -26.3% 9.2%
2000 9.8% 6.6% 3.6% 1.6% -2.1%
1999 3.3% 2.1% 10.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date01/02/1999
  • Share Class size180Mn
  • Base currencyCHF
  • ISIN CH0009699411

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

Related News

Geneva-based Swiss equity star reveals his contrarian taste

Defensive contrarian, Citywire A-rated Jourovski from Unigestion, discloses the secret to his enduring success

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