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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Reto Tobler

Reto Tobler

Showing manager performance in Switzerland View performance globally

Citywire Rating: AAA rated

2015

  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FRated A in Feb 2016
  • MRated AA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AA in Jul 2016
  • ARated AA in Aug 2016
  • SRated AA 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

Performance

Equity - Switzerland
over : 30/06/2016 - 30/06/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 8.4% 5.4%
2016 6.3% -2.5% 1.0% 5.5% 2.4%
2015 7.9% 3.5% -2.7% -2.7% 10.1%
2014 10.7% 5.1% 2.7% -0.2% 2.9%
2013 23.2% 10.4% -0.7% 6.8% 5.3%
2012 2.6% 2.3%

Related News

Revealing the equity nominations for the Swiss awards

With under a week to go until the Citywire Switzerland awards, we take a look at the remaining equity sector nominees.

Swiss awards: Equity nominees revealed

With just one week until the Swiss awards, Citywire Switzerland reveals the nominations for Swiss, Japanese and North American equities as well as global property equity

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.