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LO IS (CH) - LPP 30 Z D

Ranked 2 out of 85 in - Conservative CHF over 12 months
All calculations are in CHF unless stated

Managed by

Benjamin Meyer

Objective

The sub-fund invests in various asset classes including equities and fixed income securities, with a focus on CHF denominated bonds. It seeks to generate stable returns over the long-term and outperform the LODH LPP 30 index. It complies with the principles and investment requirements of Swiss pension funds (LPP/OPP2).

Showing fund performance in Switzerland View performance globally

Performance

Conservative CHF over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4% 0.6% 0.9%
2017 7.3% 2.2% 1.2% 1.9% 1.9%
2016 1.8% -1.1% 1.8% 1.4% -0.2%
2015 1.7% 1.2% -1.9% -0.5% 2.8%
2014 7.7% 2.0% 2.3% 1.2% 2.0%
2013 6.7% 4.4% -1.1% 2.0% 1.2%
2012 8.1% 2.8% 0.7% 3.3% 1.2%
2011 -2.0% -0.8% -0.6% -2.9% 2.4%
2010 -1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date30/08/2010
  • Share Class size35Mn
  • Base currencyCHF
  • ISIN CH0115141985

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • 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).