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Migros Bank (CH) Fds 65

Ranked 32 out of 99 in - Balanced CHF over 36 months
All calculations are in CHF unless stated

Managed by

Benjamin Gränicher

Showing fund performance in Switzerland View performance globally
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Performance

Balanced CHF over : 31/12/2017 - 31/12/2020
  • Rank 32/99 Total Return
  • Rank 89/99 Standard Deviation
  • Rank 85/99 Max Drawdown
Fund Name Currency Return
30 Migros Bank (CH) Fds Sustainable 45 B CHF

10.3%
31 Mirabaud (CH) - LPP 40+ Z Cap CHF

10.1%
32 Migros Bank (CH) Fds 65 B CHF

10.0%
33 CS Wealth Fds (CH)2-Portfoliofds Aus A CHF

10.0%
34 ZAST Profil Ausgewogen CHF

9.8%
View full league table
Fund Name Currency Risk
87 CS (Lux) Systematic Index Balanced CHF B CHF

9.9
88 MFM Asset Allocation Allegro RF-CHF CHF

10.2
89 Migros Bank (CH) Fds 65 B CHF

10.4
90 UBS (Lux) SF Balanced (CHF) P-acc CHF

10.4
91 Avadis SICAV Strategie Wachstum CHF A CHF

10.5
View full league table
Fund Name Currency Loss
83 MFM Asset Allocation Allegro RF-CHF CHF

-13.3%
84 Avadis SICAV Strategie Wachstum CHF A CHF

-13.3%
85 Migros Bank (CH) Fds 65 B CHF

-13.4%
86 BFI (Lux) Progress CHF R CHF

-13.8%
87 Synchrony (CH) Dynamic (CHF) CHF

-13.9%
View full league table

Total Return

Quarterly Performance

to 31/12/2020 Annual Q1 Q2 Q3 Q4
2020 1.8% -13.4% 8.5% 2.4% 5.8%
2019 17.6% 9.3% 2.6% 1.3% 3.5%
2018 -8.0% -3.0% 1.6% 1.1% -7.7%
2017 3.2% 3.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2020

Top 10 Holdings

Stock Size
Migros Bank (CH) Fds SwissStock I 25.63%
Migros Bank (CH) Fds EuropeStock I 12.70%
Migros Bank (CH) Fds Ins NAStock I 10.76%
Migros Bank (CH) Fds Ins CorpBd CHF I 7.15%
Migros Bank (CH) Fds SwissFrancBond I 6.25%
Migros Bank (CH) Fds Ins PacificStc I 5.73%
Migros Bank (CH) Fds SwissImmo I 5.05%
Migros Bank (CH) Fds Ins GovBd CHF I 3.97%
UBS FS CMCI Composite SF CHF A acc 2.50%
Migros Bank (CH) Fds SwissFrancBd M/T I 2.48%
30/09/2020

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date30/06/2017
  • Share Class size46Mn
  • Base currencyCHF
  • ISIN CH0365696712

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment1

Charges

  • Annual management0.90%

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