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Vontobel Fund Swiss M&S Cap Eq B CHF
Ranked 24 out of 46 in -
Switzerland Small & Medium Companies
over 12 months
All calculations are in CHF unless stated
Managed by
Marc Hänni
Swiss born Marc Hänni graduated from the Zurich University of Applied Sciences (ZHAW) with a Business Management Degree and is a Certified International Wealth Manager (AZEK-CIWM). He is currently based in Zurich and manages Vontobel Swiss equities using a defensive growth investment style. Outside of fund management he enjoys skiing, soccer, tennis and music.
Objective
The Fund is invested in equities and similar securities of Swiss small and mid-cap companies. These are companies whose market capitalization is equal to or less than 0.75% of the total Swiss market capitalization.
Performance
Switzerland Small & Medium Companies
over :
31/03/2017 -
31/03/2018
-
Rank 24/46 Total Return
-
Rank 22/46 Standard Deviation
-
Rank 9/46 Max Drawdown
Fund Name | Currency | Return | |
---|---|---|---|
22 | IFS-Falcon Swiss Small & Mid Cap Equity Fund T | CHF | 14.0% |
23 | UBS (CH) Equity Fd - Mid Caps Switzerland (CHF) P | CHF | 13.6% |
24 | Vontobel Fund Swiss M&S Cap Eq B CHF | CHF | 13.6% |
25 | BEKB Aktien Schweiz Small & Mid Caps Value I | CHF | 13.5% |
26 | VF (CH) - Valiant Aktien Schweiz S&M Caps I D | CHF | 13.2% |
View full league table |
Fund Name | Currency | Risk | |
---|---|---|---|
20 | UBS (CH) Equity Fd - Mid Caps Switzerland (CHF) P | CHF | 9.5 |
21 | M&C Small Caps Schweiz P | CHF | 9.5 |
22 | Vontobel Fund Swiss M&S Cap Eq B CHF | CHF | 9.6 |
23 | Migros Bank (CH) Fonds Inst-SmallerStkSwitz I | CHF | 9.6 |
24 | LLB Aktien Regio Bodensee (CHF) | CHF | 9.7 |
View full league table |
Fund Name | Currency | Loss | |
---|---|---|---|
7 | GALLUS Aktien Schweiz Small & Mid Cap IB | CHF | -4.1% |
7 | VERAISON SICAV - Engagement Fund F2 | CHF | -4.1% |
9 | Vontobel Fund Swiss M&S Cap Eq B CHF | CHF | -4.3% |
10 | GR Aktien Schweiz Small & MidCaps A | CHF | -4.4% |
11 | SWC (CH) EF Small & Mid Caps Switz (I) AA CHF | CHF | -4.5% |
View full league table |
Total Return
Quarterly Performance
to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|---|
2018 | -2.2% | ||||
2017 | 27.5% | 9.7% | 6.7% | 3.4% | 5.3% |
2016 | 7.4% | -1.3% | -0.6% | 8.9% | 0.5% |
2015 | 11.6% | 5.2% | -5.2% | -0.4% | 12.4% |
2014 | 11.7% | 6.9% | 1.9% | -0.1% | 2.6% |
2013 | 33.2% | 11.6% | -0.4% | 9.1% | 9.8% |
2012 | 16.6% | 11.3% | -5.2% | 5.4% | 4.8% |
2011 | -27.5% | -0.9% | -7.7% | -22.6% | 2.4% |
2010 | 16.9% | 7.7% | -7.8% | 5.9% | 11.3% |
2009 | 28.9% | -9.4% | 22.0% | 16.9% | -0.2% |
2008 | -44.8% | -13.5% | -1.3% | -11.9% | -26.6% |
2007 | 8.0% | 10.1% | 6.2% | -7.5% | -0.2% |
2006 | 38.8% | 13.7% | -4.5% | 10.9% | 15.4% |
2005 | 29.0% | 8.4% | 2.6% | 15.0% | 0.9% |
2004 | 9.6% | 4.8% | 4.9% | -4.6% | 4.6% |
2003 | 34.2% | -9.7% | 12.8% | 16.4% | 13.2% |
2002 | -35.8% | 0.1% | -9.6% | -27.3% | -2.4% |
2001 | -31.8% | 21.4% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Austria
- Germany
- Italy
- Liechtenstein
- Luxembourg
- Portugal
- Singapore
- Sweden
- Switzerland
Fund Info
- Launch date12/06/2001
- Share Class size143Mn
- Base currencyCHF
-
ISIN LU0129602636
Purchase Info
- Min. initial investment5,000
- Min. regular additional investment0
Charges
- Annual management1.65%