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SWC (CH) Portfolio Fund I - Select AA CHF

Ranked 33 out of 85 in - Conservative CHF over 12 months
All calculations are in CHF unless stated

Managed by

Cyrill Staubli

Objective

The Fund invests a maximum of 49.9% of the assets directly and indirectly in equities and at least 50.1% of the assets directly and indirectly in bonds, convertible bonds, convertible notes, warrant bonds and notes and other fixed or variable-interest debt securities and rights issued worldwide.

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 -1.7% -0.1% -0.4%
2017 4.8% 1.9% 0.0% 1.2% 1.6%
2016 1.1% -0.4% 1.1% 0.9% -0.4%
2015 -1.1% 0.9% -2.0% -1.3% 1.3%
2014 5.2% 0.9% 1.5% 1.1% 1.6%
2013 1.2% 1.3% -2.2% 1.2% 0.8%
2012 4.4% 2.1% -0.2% 2.3% 0.2%
2011 -1.1% 0.9% -2.2% -1.7% 2.1%
2010 -0.7% 1.5% -2.9% 1.7% -0.9%
2009 11.0% -0.3% 5.4% 4.8% 0.9%
2008 -12.7% -4.9% -0.2% -1.3% -6.8%
2007 0.5% 0.6% 0.4% 0.3% -0.8%
2006 1.3% 0.2% -1.9% 2.3% 0.7%
2005 7.1% 1.6% 2.8% 1.7% 0.8%
2004 2.8% 2.1% -1.5% 1.2% 0.9%
2003 4.3% -1.4% 3.9% 0.0% 1.7%
2002 -1.1% 0.4% -1.5% -0.7% 0.8%
2001 -1.2% -0.7% 1.2% -3.7% 2.1%
2000 0.1% -1.0% -0.4% 1.2% 0.3%
1999 4.4% 1.7% 0.3% -1.7% 4.0%
1998 6.8% 4.8% 0.3% -2.9% 4.6%
1997 8.9% 3.7% 4.3% -0.5% 1.1%
1996 10.5% 2.2% 1.3% 2.4% 4.2%
1995 9.1% -3.1% 5.2% 3.0% 4.0%
1994 2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date21/07/1994
  • Share Class size742Mn
  • Base currencyCHF
  • ISIN CH0002379268

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.20%

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