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Swiss Life Funds (LUX) PF Global Growth (CHF) R

Ranked 15 out of 27 in - Aggressive CHF over 12 months
All calculations are in CHF unless stated

Managed by

Tatjana Puhan

Objective

The objective of the fund is to achieve long-term capital growth by investing in a globally diversified portfolio of equities and bonds. The fund focuses on investments in equities and may invest a maximum of one-third of its total net assets in high quality rated bonds, primarily denominated in Swiss Francs. The investments in equities will predominantly be in companies with a large market capitalisation.

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 3.7% 1.2% 2.8%
2016 0.5% -5.1% 1.5% 2.3% 2.0%
2015 -4.3% -1.0% -3.6% -4.5% 5.0%
2014 10.7% 1.6% 2.6% 2.9% 3.2%
2013 13.8% 8.8% -0.6% 2.5% 2.6%
2012 11.7% 5.6% -1.0% 5.0% 1.8%
2011 -6.9% -0.4% -3.7% -7.6% 5.0%
2010 -0.8% 2.7% -7.4% 2.4% 2.0%
2009 17.2% -7.6% 11.5% 11.7% 1.7%
2008 -35.0% -15.2% -1.8% -6.6% -16.6%
2007 0.8% 2.1% 4.3% -2.0% -3.5%
2006 10.8% 4.8% -4.6% 6.5% 4.1%
2005 17.8% 2.6% 4.3% 5.9% 4.1%
2004 3.5% 2.4% -0.7% -1.2% 3.0%
2003 15.6% -7.7% 14.9% 2.4% 6.4%
2002 -24.5% 0.1% -9.6% -16.7% 0.3%
2001 -14.8% -8.3% 1.8% -17.3% 10.4%
2000 0.9% 4.1% -1.8% 2.1% -3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Switzerland

Fund Info

  • Launch date08/06/1999
  • Share Class size61Mn
  • Base currencyCHF
  • ISIN LU0094705737

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

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