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SGKB (CH) Fund - Strategie Einkommen Plus

Ranked 72 out of 85 in - Conservative CHF over 12 months
All calculations are in CHF unless stated

Managed by

Robert Wenk

Objective

The Fund is a conservatively aligned umbrella fund which seeks to achieve steady, positive returns. To this end, the Fund invests mainly in bonds and equity funds. To optimise returns, the Fund may also invest in alternative investments as well as in real-estate and commodity funds. Funds are selected in line with a best-in-class approach. The portfolio is broadly diversified and features between 25 and 40 positions, depending on the market situation. Owing to its characteristics, the Fund represents a promising alternative to conventional income funds.

Showing fund performance in Switzerland View performance globally

Performance

Conservative CHF over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4% 0.2% 0.3%
2017 6.3% 2.0% 2.0% 1.3% 1.0%
2016 0.4% -1.5% -0.1% 2.0% 0.1%
2015 -2.0% -0.6% -0.4% -2.5% 1.5%
2014 4.2% 1.0% 1.3% 1.1% 0.8%
2013 0.2% 1.4% -2.5% 1.0% 0.3%
2012 4.8% 2.1% 0.1% 3.0% -0.4%
2011 -3.7% 0.5% -3.3% -1.8% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date01/10/2010
  • Share Class size59Mn
  • Base currencyCHF
  • ISIN CH0104955247

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.10%
  • Initial investment1.10%

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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).