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SWC (CH) EF Small & Mid Caps Switz (I) AA CHF

Ranked 14 out of 53 in - Switzerland Small & Medium Companies over 12 months
All calculations are in CHF unless stated

Managed by

Benno Arnold

Objective

The fund's assets are invested in shares and other equity securities and participation rights issued by small and medium-sized companies which have their registered office or their predominant business activities in Switzerland.

Showing fund performance in Switzerland View performance globally

Performance

Switzerland Small & Medium Companies over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7% 4.4% 1.1%
2017 28.1% 10.3% 6.9% 4.2% 4.2%
2016 7.7% -0.7% 0.8% 7.2% 0.3%
2015 10.2% 4.7% -3.9% -2.0% 11.7%
2014 9.3% 5.8% 1.4% -1.0% 2.9%
2013 28.5% 10.6% -0.5% 8.0% 8.2%
2012 14.7% 10.1% -5.0% 5.2% 4.2%
2011 -21.3% 0.2% -5.7% -18.9% 2.8%
2010 21.3% 9.7% -5.2% 5.6% 10.4%
2009 29.0% -9.2% 20.8% 17.4% 0.2%
2008 -40.4% -12.3% -0.9% -10.2% -23.6%
2007 7.6% 9.8% 8.3% -7.1% -2.6%
2006 43.1% 16.4% -3.2% 10.2% 15.2%
2005 33.2% 10.2% 4.1% 15.0% 1.0%
2004 11.5% 4.9% 5.4% -4.8% 5.9%
2003 35.3% -10.2% 16.9% 13.4% 13.6%
2002 -26.2% 5.1% -7.3% -24.0% -0.3%
2001 -28.6% -8.8% -2.4% -30.1% 14.8%
2000 19.6% 17.1% 1.2% 12.4% -10.3%
1999 26.9% 1.3% 7.3% 1.4% 15.2%
1998 7.5% 24.7% 4.9% -28.1% 14.3%
1997 22.9% 12.8% 11.6% 1.4% -3.7%
1996 10.6% 7.5% 4.3% -7.3% 6.4%
1995 1.2% -5.2% 9.2% 1.2% -3.5%
1994 -4.2% 1.1% -2.3% -1.3% -1.8%
1993 69.0% 21.6% 9.0% 5.6% 20.7%
1992 -9.2% -3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Liechtenstein
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date22/06/1992
  • Share Class size227Mn
  • Base currencyCHF
  • ISIN CH0002779608

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.30%

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