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Funds & Fund Managers

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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.

LGT opens up Princely Family multi asset fund to Swiss investors

The fund invests in a mix of private equity, equities, fixed income, hedge funds, real assets and insurance-linked strategies.

SYZ AM multi-asset chief increases cash pot to 30%

Hartwig Kos moves €230m strategy to one-third cash amid uncertain outlook.

Luca Pesarini’s Ethna-AKTIV fund ups equity quota

€6.76 billion fund increases exposure to regions with cheaper valuations and cuts bond quota.

UBS re-assigns funds of recently appointed WM CIO

Asset manager changes lead portfolio managers of three strategies as a result of the move.

Zurich asset manager liquidates Asia equity fund

Asset management firm closes strategy following business decision from major investors.

Swiss awards: Europe, EM and global equities nominations revealed

We announce the shortlist for equity sectors in the countdown to our Swiss Awards.