Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

SWC (CH) Pension EF Europe ex CH DA EUR

Ranked 229 out of 305 in - Europe over 12 months
All calculations are in CHF unless stated

Managed by

Rocco Rafael

German-born Rocco Rafael is based in Switzerland and is currently a senior portfolio manager at Zürcher Kantonalbank where he manages the ZKB Fonds Aktien Global Defensiv AA Fund dealing in mixed Swiss Franc assets, global equities and Swiss bonds.

Objective

The fund invests mostly in shares of companies which are domiciled or conduct the largest part of their business in Europe (excluding Switzerland). The fund invests in companies which show an above-average valuation in comparison with the market.

Showing fund performance in Switzerland View performance globally

Performance

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

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7% -0.9% -1.7%
2017 21.5% 5.2% 3.0% 8.8% 3.0%
2016 -5.5% -9.7% -5.6% 6.5% 4.1%
2015 2.9% 1.9% -0.4% -4.7% 6.4%
2014 3.5% 2.5% 2.8% -1.5% -0.2%
2013 25.7% 4.5% 0.2% 10.6% 8.5%
2012 20.3% 9.8% -4.5% 9.5% 4.7%
2011 -6.9% 3.2% -5.1% -13.8% 10.2%
2010 -2.0% 1.1% -12.5% 8.4% 2.2%
2009 33.1% -4.7% 17.3% 12.0% 6.3%
2008 -45.6% -19.4% 1.7% -13.3% -23.4%
2007 8.3% 3.9% 9.7% -1.7% -3.4%
2006 -3.6% 5.6% 7.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date01/02/2006
  • Share Class size02Mn
  • Base currencyEUR
  • ISIN CH0023797761

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.40%

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