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

Vermoegensmandat Strategie Stabil

Ranked 65 out of 98 in - Conservative EUR over 12 months
All calculations are in CHF unless stated

Managed by

Andreas Kneidl

Objective

The fund invests in various fixed assets. The fund uses a stability-oriented active asset management strategy. Focus of investment are bonds. Fund invests mainly in covered bonds, bank bonds and Exchange Traded Funds (ETFs), but additional in corporate bonds and emerging market bond funds as well as foreign currency bonds. It can also invest in equities.

Showing fund performance in Switzerland View performance globally

Performance

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

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.5% -1.1% -2.2%
2017 12.0% 1.5% 2.4% 5.5% 2.1%
2016 -0.2% -1.6% -0.7% 2.5% -0.5%
2015 -8.9% -9.9% -2.4% 2.6% 1.0%
2014 -0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Switzerland

Fund Info

  • Launch date15/08/2014
  • Share Class size44Mn
  • Base currencyEUR
  • ISIN DE000A1110E5

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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