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AXA (CH) Strategy Fund-Portfolio 30 A

Ranked 37 out of 85 in - Conservative CHF over 12 months
All calculations are in CHF unless stated

Managed by

Arnaud At

Objective

The investment objective of the fund is to achieve value growth and a reasonable return through a diversified portfolio at controlled risk. The fund management seeks a 30% share of the subfund, with the maximum share being 35%. However, the investment strategy envisages limiting the effects of significant daily price fluctuations, which may occur in particular in the event of severe turmoil on the stock markets or in times of a stock market bourse. To achieve this, the allocation to more volatile investments is temporarily reduced if their average daily price fluctuation exceeds a certain limit.

Showing fund performance in Switzerland View performance globally

Performance

Conservative CHF over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7% 0.4% 0.6%
2017 2.3% 1.0% 0.0% 0.7% 0.6%
2016 -0.3% -1.7% 0.4% 0.0% 1.0%
2015 0.8% 2.9% -1.0% -1.8% 0.8%
2014 3.9% 0.7% 1.3% 0.8% 1.0%
2013 5.5% 2.5% -0.4% 1.6% 1.7%
2012 5.3% 2.3% -0.9% 2.0% 1.8%
2011 -2.4% 2.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date17/05/2011
  • Share Class size151Mn
  • Base currencyCHF
  • ISIN CH0124790780

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.30%
  • Initial investment1.30%

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