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ENISO Forte CH SMI Expanded

Ranked 135 out of 135 in - Switzerland over 12 months
All calculations are in CHF unless stated

Managed by

Marc Weibel

Marc Weibel is a portfolio manager at Eniso Partners AG based in Zurich. Prior to this he was portfolio manager at the Social Security Fund (AHV) in Geneva. Subsequently, he moved to Zurich to a global asset manager, where he managed fixed income mandates. Before joining ENISO Partners, Weibel held a position at the Zurich University of Applied Sciences (ZHAW), where he headed a variety of projects within financial industry and lectured in financial mathematics. Weibel currently manages Swiss, European and global equities, using a pure quantitative investment approach. He holds a master's degree in economics from the University of Neuchâtel and completed a Master of Advanced Studies in Economics and Finance in Geneva. Weibel is currently pursuing a PhD on multi-period portfolio optimisation.

Objective

The investment objective of the Fund lies particularly in the attainment of medium to long-term capital appreciation by means of the active management of a portfolio of big to medium sized Swiss companies as well as through the determination of the equity weighting. The strength of the Fund lies especially in the symbiosis between the high liquidity of the SMI companies and the strong growth potential of the medium sized stocks of the SMIM. With regard to the definition of the companies, reference is made to the officially recognized SMI Expanded® index.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -6.5% 1.2% -4.5%
2017 27.4% 7.2% 7.0% 5.8% 5.0%
2016 1.1% -5.3% 0.3% 4.1% 2.2%
2015 -1.3% -2.1% -2.3% -5.1% 8.6%
2014 4.7% 3.9% 4.2% -3.3% 0.0%
2013 24.6% 12.2% 0.1% 4.2% 6.5%
2012 15.0% 7.1% -4.1% 9.9% 1.9%
2011 8.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date29/07/2011
  • Share Class size05Mn
  • Base currencyCHF
  • ISIN CH0132859700

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.67%

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