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CIC CH Small & Mid Caps Swiss Equities Active B

Ranked 36 out of 53 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Robert J. Olloz

Objective

The fund invests at least two-thirds of its net assets in equity securities of Swiss companies that have their registered office or exercise the predominant part of their economic activity in Switzerland or hold as holding companies predominant interests in companies with headquarters established in this region. The fund is actively managed and comprises of securities of the Swiss Performance Index. It invests at least 80% of its assets in small and mid caps. The remainder of assets may be invested in large cap stocks.

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 -3.2% 3.3% -0.4%
2017 27.5% 9.5% 6.5% 4.4% 4.7%
2016 4.9% -1.0% -0.6% 6.2% 0.3%
2015 5.1% 3.7% -4.1% -3.4% 9.4%
2014 11.3% 7.2% 2.7% -0.8% 1.9%
2013 26.4% 8.8% -1.0% 7.6% 9.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Switzerland

Fund Info

  • Launch date03/12/2012
  • Share Class size19Mn
  • Base currencyCHF
  • ISIN LU0851061126

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment5.00%

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