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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Bernhard Lüthi

Bernhard Lüthi

Showing manager performance in Switzerland View performance globally

About Bernhard Lüthi

Bernhard Lüthi is a portfolio manager for Swiss Equities at UBS based in Zurich. He is responsible for the UBS (CH) Equity Fund – Swiss High Dividend (launched in May 2011) and for the UBS (CH) Equity Fund – Swiss Income (launched in December 2014). Additionally he analyses stocks in the banking, insurance and real estate sectors. Lüthi joined UBS in April 2007 as an analyst for European Mid Cap stocks responsible for the primary analysis of European stocks in the banking, insurance and real estate sector. After graduating in 1998, Lüthi joined Credit Suisse Asset Management as an assistant portfolio manager for European equities. In 2001, he worked in London with the head of financial research. In 2002, he moved to the European equity research team at CSAM, responsible for the primary analysis of European banks.

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Citywire Rating: AAA rated

2013

  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ARated Plus in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NRated Plus in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AAA in Jul 2016
  • ARated AAA in Aug 2016
  • SRated AAA in Sep 2016
  • ORated AAA in Oct 2016
  • NRated AAA in Nov 2016
  • DRated AAA in Dec 2016

2017

  • JRated AAA in Jan 2017
  • FRated AAA in Feb 2017
  • MRated AAA in Mar 2017
  • ARated AAA in Apr 2017
  • MRated AAA in May 2017
  • JRated AAA in Jun 2017
  • JRated AAA in Jul 2017
  • ARated AAA in Aug 2017
  • SRated AAA in Sep 2017
  • ORated AAA in Oct 2017
  • NRated AAA in Nov 2017
  • DRated AAA in Dec 2017

2018

  • JRated AAA in Jan 2018
  • FRated AAA in Feb 2018
  • MRated AAA in Mar 2018
  • ARated AAA in Apr 2018
  • MRated AAA in May 2018
  • JRated AAA in Jun 2018
  • JRated AAA in Jul 2018
  • ARated AAA in Aug 2018
  • SRated AAA in Sep 2018

Performance

Equity - Switzerland
over : 31/08/2017 - 31/08/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.8% 0.5%
2017 21.6% 7.7% 5.9% 3.4% 3.2%
2016 4.5% -4.1% 2.7% 3.9% 2.2%
2015 5.8% 3.5% -2.2% -2.8% 7.5%
2014 12.7% 4.8% 1.2% 3.2% 3.0%
2013 5.7%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.