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BKB Anlagelsung - Wachstum (CHF) B

Ranked 1 out of 27 in - Aggressive CHF over 12 months
All calculations are in CHF unless stated

Objective

The objective of the fund is primarily to generate a long term real asset growth through capital gains supplemented by possible interest and dividend income. Emphasis is placed on investments in CHF. The fund invests primarily in units of other collective investment schemes. Investments are mainly made in assets denominated in CHF. The fund invests from 65% up to 90% in equity securities and rights (shares, participation certificates, cooperative shares, participation certificates, etc.) and from 10% up to 35% in bonds, notes and other fixed or floating rate debt securities and rights issued by private and public borrowers worldwide.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Aggressive CHF over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.6% 1.9% 3.6%
2016 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date19/09/2016
  • Share Class size29Mn
  • Base currencyCHF
  • ISIN CH0330294387

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Initial investment0

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