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SWC (CH) Portfolio Fund Valca AA CHF

Ranked 4 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 : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.8% 1.9% 4.1%
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%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date06/05/1969
  • Share Class size164Mn
  • Base currencyCHF
  • ISIN CH0002779632

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.25%

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