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JSS Institutional Fd Bonds CHF Foreign

Ranked 19 out of 123 in - Swiss Franc over 12 months
All calculations are in CHF unless stated

Managed by

Christoph John

Objective

The main investment objective of the fund is to achieve a high and regular income while maintaining a balanced risk spread. The fund invests in bonds of foreign issuers in Swiss Francs, incl. max. 10% convertible or warrant bonds. The investment policy is designed to outperform the benchmark, Swiss Bond Index Foreign, over the long term.

Showing fund performance in Switzerland View performance globally

Performance

Swiss Franc over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4% -0.2% -0.4%
2017 0.3% 0.1% -0.3% 0.1% 0.3%
2016 1.9% 1.7% 1.1% 0.2% -1.0%
2015 1.5% 1.0% -0.3% 0.7% 0.1%
2014 3.4% -0.1% 1.4% 0.5% 1.5%
2013 0.4% 0.2% -1.0% 1.0% 0.2%
2012 5.3% 2.2% 0.8% 1.7% 0.5%
2011 2.3% 0.0% 1.6% 1.3% -0.6%
2010 3.9% 2.1% 1.0% 1.3% -0.6%
2009 7.9% -2.8% 5.1% 5.5% 0.1%
2008 -0.2% -0.9% -1.0% 0.0% 1.7%
2007 -1.6% -0.2% -2.7% 0.9% 0.4%
2006 0.4% -1.4% -1.0% 2.8% 0.0%
2005 2.4% 1.0% 1.7% 0.3% -0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date01/10/2004
  • Share Class size73Mn
  • Base currencyCHF
  • ISIN CH0019578068

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.12%
  • Initial investment0.00%

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