You're only seeing a fraction of our data
LO Funds (CH) - Balanced Alloc CHF
Ranked 64 out of 99 in -
Balanced CHF
over 36 months
All calculations are in CHF unless stated
Objective
Comprises mutual funds that invest internationally in equities, bonds, hedge funds, precious metals and precious metals certificates.
Performance
Balanced CHF
over :
31/12/2017 -
31/12/2020
-
Rank 64/99 Total Return
-
Rank 78/99 Standard Deviation
-
Rank 78/99 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 62 | JB Strategy Balanced CHF B | CHF | 6.9% |
| 63 | PostFinance Fonds 4 | CHF | 6.8% |
| 64 | LO Funds (CH) Balanced Alloc (CHF) P D | CHF | 6.6% |
| 65 | BLKB Next Generation Fund Balanced A | CHF | 6.4% |
| 66 | GKB (CH) Vorsorgefonds 45 ESG A | CHF | 6.3% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 76 | BEKB Strategiefonds Nachhaltig 60 Vors B | CHF | 9.2 |
| 77 | Migros Bank (CH) Fds Sustainable 65 B | CHF | 9.2 |
| 78 | LO Funds (CH) Balanced Alloc (CHF) P D | CHF | 9.2 |
| 78 | CS (Lux) Portfolio Balanced CHF B | CHF | 9.2 |
| 78 | CIC CH Strategy Glb CHF B | CHF | 9.2 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 76 | Cadmos-Balanced CHF B CHF Dis | CHF | -12.1% |
| 76 | LLB Strategie Ausgewogen (CHF) | CHF | -12.1% |
| 78 | LO Funds (CH) Balanced Alloc (CHF) P D | CHF | -12.3% |
| 79 | LUKB Expert-Zuwachs | CHF | -12.4% |
| 80 | CS (Lux) Portfolio Balanced CHF B | CHF | -12.5% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/12/2020 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2020 | 1.7% | -12.3% | 7.5% | 2.3% | 5.4% |
| 2019 | 14.6% | 8.1% | 2.3% | 0.9% | 2.8% |
| 2018 | -8.5% | -2.2% | 0.0% | 0.2% | -6.6% |
| 2017 | 9.7% | 3.9% | 1.1% | 2.3% | 2.1% |
| 2016 | -0.5% | -3.7% | 1.4% | 2.0% | -0.1% |
| 2015 | -1.9% | 1.0% | -2.4% | -2.8% | 2.3% |
| 2014 | 6.0% | 1.3% | 1.9% | 1.1% | 1.6% |
| 2013 | 4.7% | 4.5% | -2.9% | 1.9% | 1.4% |
| 2012 | 6.3% | 4.2% | -1.9% | 4.0% | 0.0% |
| 2011 | -1.3% | 0.2% | -0.8% | -2.2% | 1.6% |
| 2010 | 1.2% | 2.2% | -1.6% | 0.0% | 0.7% |
| 2009 | 10.8% | -4.8% | 7.8% | 6.4% | 1.5% |
| 2008 | -35.1% | -11.6% | 0.2% | -9.8% | -18.8% |
| 2007 | 2.7% | 1.6% | 4.2% | -1.0% | -1.9% |
| 2006 | 6.2% | 3.5% | -3.3% | 2.8% | 3.2% |
| 2005 | 15.2% | 3.2% | 3.2% | 5.1% | 2.9% |
| 2004 | 1.2% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| LO Selection Credit Bond EUR UnH IX9 | 13.08% |
| LO Funds Generation Global CHF NA | 10.22% |
| Los Credit Bd Chf Ix9a Uh | 5.52% |
| iShares Global HY Corp Bd ETF CHF H Acc | 5.09% |
| Nestle SA | 4.78% |
| IP RMB PRI CNH IX9A UH | 4.75% |
| Roche Holding AG Dividend Right Cert. | 4.00% |
| Novartis AG | 3.17% |
| Amundi Physical Gold ETC C | 3.03% |
| PrivilEdge DPAM Eurp RE UnH EUR IX9 | 2.91% |
Registered For Sale In
- Switzerland
Fund Info
- Launch date20/09/2004
- Share Class size36Mn
- Base currencyCHF
-
ISIN CH0019140638
Purchase Info
- Min. initial investment0
Charges
- Annual management1.60%
