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The top five Swiss franc bond managers to know

Citywire Switzerland takes a look at the top performing managers in the Swiss franc bond space.

Navigating the Swiss franc bond space can be tricky, but over the past three years five managers stand out above their peers for having delivered the strongest returns.

Here’s a closer look at the top flying managers who have consistently outperformed in the Swiss franc bond market over three years.

During this period of time, the average manager in the space generated a total return of 2.2%.

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3. Ralph Hüppin, Zürcher Kantonalbank

Funds managed:

Total return over three years: 11.42%

Head of CHF bonds at Swisscanto Invest by Zürcher Kantonalbank, Ralph Hüppin is a leading manager in the Swiss franc bond space.

Among the range of strategies managed by Hüppin is the domestic pension fund, which launched in 2005 and has a total of CHF 2.3 billion in assets under management.

Hüpping joined the Swisscanto group in 2012 from Bank Vontobel, where he was a senior portfolio manager.

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2. Roland Hotz & Klaus Göggelmann, FISCH Asset Management

Fund managed: FISCH Bond Fund (CHF) BC

Total return over three years: 8.36%

In second place are Roland Hotz & Klaus Göggelmann, who have consistently outperformed peers in the Swiss franc bonds space.

The CHF 195.2 million bond fund was launched in 1999 and has been managed by Hotz since 2001, who was joined by Göggelmann in 2007.

Nearly half of the portfolio is allocated to financials, which make up 42%, and nearly a just over a quarter is in government bonds.

According to the fund strategy, half the portfolio must be invested Swiss franc assets and there can be a maximum of 30% allocated to convertible bonds.

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1. Patrick Brühwiler & Maurice Pedergnana, Zugerberg Finanz

Fund managed: PPF – Credit Opportunities Fund

Total return over three years: 8.05%

Generating the biggest returns over three years and outperforming all other managers in the sector is the Zugerberg Finanz duo Patrick Brühwiler & Maurice Pedergnana.

The globally investing Swiss franc bond fund was first launch in June 2012 and has a total of CHF 148.84 million in assets under management, according to the latest fund factsheet from 31 May 2017.

The portfolio has a clear overweight in the Swiss bond market, representing 41% of the fund, compared with 43% allocated to western Europe, excluding Switzerland and 9% to North America.

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Related Fund Managers

Patrick Brühwiler
Patrick Brühwiler
1/43 in Bonds - Swiss Franc (Performance over 3 years) Average Total Return: 12.83%
Maurice Pedergnana
Maurice Pedergnana
2/43 in Bonds - Swiss Franc (Performance over 3 years) Average Total Return: 12.83%
Roland Hotz
Roland Hotz
3/43 in Bonds - Swiss Franc (Performance over 3 years) Average Total Return: 7.18%
Klaus Göggelmann
Klaus Göggelmann
4/43 in Bonds - Swiss Franc (Performance over 3 years) Average Total Return: 7.18%
Ralph Hüppin
Ralph Hüppin
5/43 in Bonds - Swiss Franc (Performance over 3 years) Average Total Return: 7.12%
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