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CS (CH) Interest & Dividend Focus Growth CHF A

Ranked 29 out of 33 in - Aggressive CHF over 12 months
All calculations are in CHF unless stated

Managed by

Christopher Schütz

Sacha Widin

Sacha Widin has been head of wealth management funds at Credit Swiss since May 2012. Prior to his current role, he led the ETF-Based Solutions area, which was specialized in ETF-based and risk-limited portfolios, for more than two years. Previously Sacha worked for over seven years as analyst and fund manager in the Swiss Equities area. He graduated in 1996 from Lucerne University of Applied Sciences and Arts with a bachelor's degree in business administration and economics. He is a Certified European Financial Analyst (CEFA) and member of the Swiss Financial Analysts Association (SFAA).

Objective

The Fund is actively managed aiming to outperform the return of a customized benchmark. The portfolio and the performance of the Fund can deviate from the benchmark. The Fund invests mainly in investment funds, ETFs and other instruments to gain exposure to fixed income securities (0% - 47.5%), equities and equity-type securities (52.5% - 82.5%), cash and other cash equivalents (0%-48%), and alternative investments (0%-20%). It invests without being limited to a specific class of assets, geographic scope or industry sector.

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

Performance

Aggressive CHF over : 31/07/2017 - 31/07/2018
  • Rank 29/33 Total Return
  • Rank 20/33 Standard Deviation
  • Rank 32/33 Max Drawdown
Fund Name Currency Return
27 UBS (CH) Vitainvest - 75 Swiss U CHF

3.0%

28 UBS (CH) Suisse - 65 (CHF) P-dist

Currency exposure is hedged

Currency exposure is hedged

CHF

2.8%

29 CS (CH) Interest & Dividend Focus Growth CHF A CHF

2.7%

30 Raiffeisen Fonds - Global Invest Growth B CHF

2.6%

31 JB Strategy Growth-CHF B CHF

2.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.7% 0.7%
2017 11.9% 4.7% 0.6% 2.9% 3.3%
2016 3.3% -3.5% 3.0% 2.4% 1.4%
2015 -2.2% 1.4% -4.3% -3.0% 3.9%
2014 11.7% 1.8% 3.2% 3.2% 3.0%
2013 9.6% 8.0% -2.0% 1.7% 1.7%
2012 8.4% 5.9% -2.5% 4.4% 0.7%
2011 -10.8% 0.3% -5.7% -9.2% 3.9%
2010 4.9% 3.7% -4.1% 1.9% 3.5%
2009 18.9% -4.1% 10.9% 9.9% 1.7%
2008 -33.1% -11.7% -0.6% -8.9% -16.5%
2007 1.0% 1.7% 4.3% -1.8% -3.1%
2006 8.6% 4.7% -4.3% 3.7% 4.5%
2005 6.6% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date02/05/2005
  • Share Class size47Mn
  • Base currency
  • ISIN CH0020876113

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.70%

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