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Anlagelösung Bank Cler Ausgewogen CHF

Ranked 38 out of 99 in - Balanced CHF over 36 months
All calculations are in CHF unless stated

Managed by

Sandro Merino

Kenan Oemeroglu

Bernd Weeber

Showing fund performance in Switzerland View performance globally
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Performance

Balanced CHF over : 31/12/2017 - 31/12/2020
  • Rank 38/99 Total Return
  • Rank 48/99 Standard Deviation
  • Rank 24/99 Max Drawdown
Fund Name Currency Return
36 Zurich Invest II Target Inv 45 CHF B CHF

9.4%
37 UBS (CH) Vitainvest - World 50 Sus U CHF

9.3%
38 Anlagelösung Bank Cler Ausgewogen CHF B CHF

9.2%
39 Zurich Invest II Target Inv 35 CHF B CHF

9.0%
40 UBS (CH) Suisse - 45 (CHF) P-dist CHF

8.9%
View full league table
Fund Name Currency Risk
46 Fonds Durable Équilibré P CHF

7.9
47 ZugerKB Strategie Ausgewogen CHF B CHF

7.9
48 Anlagelösung Bank Cler Ausgewogen CHF B CHF

8.0
48 BKB Anlagelösung Ausgewogen CHF B CHF

8.0
50 GKB (CH) Vorsorgefonds 45 ESG A CHF

8.0
View full league table
Fund Name Currency Loss
22 SAST BVG Nachhaltigkeit A CHF

-9.0%
23 SL BVG-Mix 45 CHF

-9.1%
24 Anlagelösung Bank Cler Ausgewogen CHF B CHF

-9.2%
25 BKB Anlagelösung Ausgewogen CHF B CHF

-9.2%
26 SWC (CH) PF Resp Switzerland 45 AA CHF CHF

-9.2%
View full league table

Total Return

Quarterly Performance

to 31/12/2020 Annual Q1 Q2 Q3 Q4
2020 2.5% -8.6% 6.8% 1.7% 3.2%
2019 14.0% 8.1% 1.9% 1.4% 2.1%
2018 -6.5% -2.2% 0.9% 1.2% -6.4%
2017 10.2% 3.7% 1.0% 2.6% 2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date07/10/2016
  • Share Class size298Mn
  • Base currencyCHF
  • ISIN CH0329763939

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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