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Carthesio Regulae Fund (EUR) B

Ranked 43 out of 98 in - Conservative EUR over 12 months
All calculations are in CHF unless stated

Managed by

Massimo Biglia

Massimo Biglia is currently CIO of Carthesio SA having joined the company in 2002. Prior to this, he served as a director at Banca Commerciale Italiana (Suisse) between 1991 and 2002. Based in Lugano, Massimo enjoys tennis outside of fund management.

Objective

Carthesio Regulae Fund is an open-end fund registered in Luxembourg. The Fund aims to achieve long-term growth through a diversified portfolio invested in bonds. The Fund may also invest in stocks listed in OECD countries and may use derivatives.

Showing fund performance in Switzerland View performance globally

Performance

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

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.2% -3.0% -1.8%
2017 11.3% 1.3% 1.9% 5.4% 2.4%
2016 3.0% 1.0% 0.6% 2.4% -1.0%
2015 -9.2% -11.8% -0.3% 3.6% -0.3%
2014 0.9% 1.3% 0.8% -1.0% -0.2%
2013 0.6% 1.2% -0.8% 0.2% -0.1%
2012 0.3% 2.6% -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Singapore
  3. Switzerland

Fund Info

  • Launch date04/08/2016
  • Share Class size16Mn
  • Base currencyEUR
  • ISIN LU1330439693

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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