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

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Simon Götschmann

Simon Götschmann

Showing manager performance in Switzerland View performance globally

About Simon Götschmann

Simon Götschmann currently manages Swiss small and mid cap funds at Credit Suisse Asset Management. Prior to this, he was a fund manager at Mirabaud Asset Management and has also worked as lead sell-side analyst for technology and industrial stocks at Berenberg in London. He started his career as an analyst in the corporate finance department of Arthur Andersen before joining UBS as a buy-side analyst responsible for Swiss equities and UK utilities in Zurich and London. Simon holds a Master’s degree in finance and economics from the University of Bern.

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Citywire Rating: A rated

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

2018

  • JRated AA in Jan 2018
  • FRated AAA in Feb 2018
  • MRated AA in Mar 2018
  • ARated A in Apr 2018

Performance

Equity - Switzerland Small & Medium Companies
over : 31/03/2017 - 31/03/2018

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4%
2017 27.2% 9.5% 7.0% 3.2% 5.2%
2016 14.4% -1.0% 1.9% 10.9% 2.3%
2015 17.0% 8.9% -1.6% 0.0% 9.2%
2014 11.3% 9.8% 0.2% -1.6% 2.8%
2013 9.1% 10.9%

Related News

Credit Suisse hires Swiss equity PM from Deutsche AM

Asset management firm welcomes specialist to expand its expertise in the Swiss equity sector.

Mirabaud poaches rival group’s Swiss equity head

Geneva-based group strengthens equity desk with senior appointment to focus on domestic market.

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.