Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

SWC (CH) Portfolio Fund Valca AA CHF

Ranked 11 out of 27 in - Aggressive CHF over 12 months
All calculations are in CHF unless stated

Managed by

Dieter Galli

Objective

The fund invests worldwide in equities, bonds and money market instruments. At least 60% of investments are denominated in Swiss francs or hedged against Swiss francs. The equity allocation is between 50% and 85%. Other investments such as commodities and real estate may be added for optimization purposes.

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

Performance

Aggressive CHF over : 31/03/2017 - 31/03/2018
  • Rank 11/27 Total Return
  • Rank 25/27 Standard Deviation
  • Rank 16/27 Max Drawdown
Fund Name Currency Loss
14 MobiFonds Select 90 B CHF

-3.8%

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

Currency exposure is hedged

Currency exposure is hedged

CHF

-3.9%

16 UBS (CH) Vitainvest - 75 World U CHF

-4.0%

16 SWC (CH) Portfolio Fund Valca AA CHF CHF

-4.0%

18 Notenstein Realo CHF CHF

-4.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.9%
2017 14.2% 4.8% 1.9% 4.1% 2.7%
2016 0.3% -5.6% 1.0% 2.9% 2.1%
2015 -1.2% 0.2% -2.3% -4.1% 5.2%
2014 7.4% 1.7% 2.4% 1.4% 1.8%
2013 15.7% 8.8% -0.2% 4.0% 2.4%
2012 15.4% 6.7% -1.7% 5.7% 4.1%
2011 -6.4% 0.4% -2.8% -9.1% 5.6%
2010 -1.2% 4.0% -7.8% 2.6% 0.5%
2009 17.6% -6.6% 11.0% 11.7% 1.6%
2008 -29.8% -12.6% -1.4% -4.8% -14.4%
2007 -1.0% 2.3% 3.4% -2.5% -4.1%
2006 11.8% 4.6% -3.9% 7.4% 3.6%
2005 24.2% 3.9% 5.8% 6.7% 5.9%
2004 5.0% 3.3% -0.5% -0.6% 2.7%
2003 16.0% -7.6% 14.2% 2.8% 6.9%
2002 -18.4% 2.6% -7.6% -13.2% -0.7%
2001 -13.9% -7.0% 1.0% -13.7% 6.2%
2000 1.9% 0.8% 0.0% 1.1% 0.0%
1999 14.6% 2.8% 1.3% -0.6% 10.7%
1998 13.3% 15.2% 3.6% -17.0% 14.4%
1997 36.6% 12.5% 13.2% 2.2% 5.1%
1996 19.1% 5.0% 4.4% 1.0% 7.5%
1995 16.7% -4.5% 9.5% 4.7% 6.6%
1994 -6.9% -5.9% -3.6% -1.9% 4.7%
1993 31.1% 7.5% 4.4% 3.9% 12.4%
1992 18.6% 8.7% 1.2% -1.9% 10.0%
1991 19.6% 15.0% 4.6% -0.4% -0.2%
1990 -13.0% -4.6% 6.6% -16.2% 2.0%
1989 15.4% 7.2% 6.3% 4.2% -2.9%
1988 28.5% 5.5% 5.8% 4.2% 10.5%
1987 -17.2% -2.2% 2.1% 7.8% -23.1%
1986 1.5% 0.0% -1.6% -2.3% 5.6%
1985 35.3% 6.7% 6.5% 0.0% 19.1%
1984 12.2% -1.2% 0.9% 7.6% 4.7%
1983 24.3% 7.2% 5.5% 2.7% 7.1%
1982 4.5% 0.0% -8.2% 5.7% 7.7%
1981 -27.4% 0.0% -27.4% 0.0% 0.0%
1980 0.0% 0.0% 0.0% 0.0% 0.0%
1979 0.0% 0.0% 0.0% 0.0% 0.0%
1978 0.0% 0.0% 0.0% 0.0% 0.0%
1977 0.0% 0.0% 0.0% 0.0% 0.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date06/05/1969
  • Share Class size148Mn
  • Base currencyCHF
  • ISIN CH0002779632

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment1.05

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