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TKB Vorsorgefonds - Wachstum V

Ranked 2997 out of 3288 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Stephan Müggler

Objective

The fund invests primarily most of its assets indirectly in equities and equity-like securities. The fund may also invest indirectly in bonds, real estate, commodities and hedge funds.

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

Performance

Global over : 30/04/2017 - 30/04/2018
  • Rank 2997/3288 Total Return
  • Rank 1446/3288 Standard Deviation
  • Rank 2250/3288 Max Drawdown
Fund Name Currency Return
2995 Fidelity Adv Srs Stock Selector Large Cap Value USD

6.2%

2996 Global Advantage Funds Major Markets High Value

Currency exposure is hedged

Currency exposure is hedged

EUR

6.1%

2997 TKB Vorsorgefonds - Wachstum V USD

6.1%

2997 Premier Global Select (AUS) USD

6.1%

2999 Global Mid Cap A USD

6.1%

2999 ShelteR Invest VDK Sust Flex Fund R EUR A Cap USD

6.1%

2999 Mercer MM-Mercer Global Listed Property

Currency exposure is hedged

Currency exposure is hedged

AUD

6.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7%
2017 18.6% 6.2% 7.0% 1.8% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date08/12/2016
  • Share Class size34Mn
  • Base currencyCHF
  • ISIN CH0339506278

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

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