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Bordier-Prvoyance Individuelle 25 R

Ranked 52 out of 85 in - Conservative CHF over 12 months
All calculations are in CHF unless stated

Managed by

René Mozer

Objective

The aim of this fund is to benefit from the development of global financial markets. On average, about 25% of the assets will be invested in shares (with a maximum of 40% of the assets invested in them at a time). The composition of the fund's assets shall be equivalent to a classic investment policy that meets the legal restrictions for pension funds (BVV 2) with respect to a strict risk control. Up to 100% may be invested in fixed and variable interes debt securities and rights, up to 40% in money market instruments.

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 -1.8% 0.0% -0.1%
2017 4.1% 1.8% 0.2% 1.3% 0.9%
2016 -1.8% -1.9% 1.0% 0.7% -1.6%
2015 -2.7% -0.7% -1.9% -1.3% 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date16/12/2014
  • Share Class size17Mn
  • Base currencyCHF
  • ISIN CH0259354626

Purchase Info

  • Min. initial investment1
  • 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).