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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.

Showing fund performance in Switzerland View performance globally
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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

  1. Austria
  2. Germany
  3. Italy
  4. Liechtenstein
  5. Luxembourg
  6. Portugal
  7. Singapore
  8. Sweden
  9. 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%

Related News

Vontobel shuts equity fund due to capacity concerns

Dwindling investments sees Zurich-based asset managers roll Luxembourg-domiciled fund into existing strategy.

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