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SWC (CH) IPF I EF World enhanced NT CHF

Ranked 85 out of 580 in - Global over 12 months
All calculations are in CHF unless stated

Managed by

Roger Rüegg

Roger Rüegg is based in Winterthur, Switzerland where he has worked at Zuercher Kantonalbank since 2011. He is a portfolio manager and business engineer responsible for the ZKB Aktien Welt enhanced global equity fund, using an active investment style. Outside of fund manager, Roger lists track and field athletics among his main interests.

Objective

The investment objective of the fund is mainly to take over the performance of the MSCI World ex Switzerland Index by active management. At least two-thirds ot the fund's assets, after deduction of liquid funds, can be invested in: equity securities and rights (equities, cooperative equities, participation certificates and similar instruments) of worldwide domiciled companies, with the exception of companies domiciled in Switzerland, units or equities of collective investment schemes, derivatives (including warrants).

Showing fund performance in Switzerland View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7% 5.0% 3.2%
2017 19.5% 4.8% -0.5% 6.6% 7.6%
2016 10.5% -4.1% 2.1% 5.2% 7.4%
2015 -3.2% -3.9% 8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date13/03/2015
  • Share Class size1,208Mn
  • Base currencyCHF
  • ISIN CH0267147863

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0.09%

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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).