Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

AMG Substanzwerte Schweiz A

Ranked 11 out of 53 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Roger Fischer

Roger Fischer was born in Zug, Switzerland in 1963. He holds a Diploma in Property Administration and Financial Analysis, and started his career with Bank Leu where he was head of sales for five years and head of trading research for five years. He moved to AMG where he currently manages the AMG Substanzwerte Schweiz fund for which he uses a value investment approach. Roger has been managing funds for over 10 years and is a Chartered Financial Analyst. He is also a member of AIMR and the SCFAS and outside of fund management, Roger enjoys skiing.

Erhard Lee

Erhard Lee was born in Zurich in 1961. He studied at the HWV Academy for Economics and is a certified analyst and wealth manager. Erhard started his career at BZ Bank in 1992 as an analyst and head of trading. In 1995 he joined Bank Leu AG where he was a portfolio manager for a Swiss equity fund before joining Actieninvest in 1996 as an analyst, wealth manager and CEO. Erhard joined Schaller Management and Consulting in 2001 where he spent two years as CEO, partner and wealth manager and at the same time he set up AMG Analysen und Anlagen in 2001 where he is currently a wealth manager and a specialist in Swiss stocks. Outside of fund management, Erhard enjoys reading, analysing and skiing.

Objective

The Fund invests mainly in solid swiss equities with strong substance, mostly in small and mid caps with a good price-earning-ratio. All investment decisions are based on own fundamental analyses. The fund invests 100% in Swiss Equities and has an investment horizon of 3-5years.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland Small & Medium Companies over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2% 0.9% -0.2%
2017 10.3% 7.4% 4.2% -1.5% 0.0%
2016 8.7% -0.7% 2.3% 2.5% 4.4%
2015 14.2% 6.0% 3.5% -0.2% 4.2%
2014 18.6% 6.7% 9.6% 3.1% -1.5%
2013 26.4% 7.5% 5.2% 6.9% 4.5%
2012 6.0% 3.8% -3.0% 4.6% 0.7%
2011 -4.9% 3.7% 0.2% -8.1% -0.3%
2010 12.4% 5.3% -2.9% 1.3% 8.7%
2009 15.3% -9.0% 19.5% 8.2% -2.0%
2008 -21.1% -2.5% 4.9% -5.4% -18.4%
2007 19.8% 12.7% 6.8% -4.7% 4.4%
2006 34.9% 11.8% 3.0% 6.9% 9.5%
2005 26.8% 14.2% 4.0% 7.5% -0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date12/11/2004
  • Share Class size486Mn
  • Base currencyCHF
  • ISIN CH0019597530

Purchase Info

  • Min. initial investment250
  • Min. regular additional investment0

Charges

  • Annual management1.11%
  • Initial investment0.00%

Related News

Swiss equity outperformer reveals his favourite transition stories

AMG Fondsverwaltung's Fischer talks real estate, media and why Swatch is still on top of its game.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).