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TKB Vermoegensverwaltung-Wachstum (CHF) V

Ranked 2575 out of 3341 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Stephan Müggler

Objective

The investment objective of the fund is primarily to generate long-term capital growth while accepting fluctuations in value. The fund invests worldwide in equities and bonds, though not more than 80% of its assets may be invested in equity securities. In addition, the fund may to a lesser extent make indirect investments in real estate, precious metals, commodities and hedge funds.

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

Performance

Global over : 30/09/2017 - 30/09/2018
  • Rank 2575/3341 Total Return
  • Rank 1270/3341 Standard Deviation
  • Rank 2498/3341 Max Drawdown

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.7% -2.4% 3.3%
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 size40Mn
  • Base currencyCHF
  • ISIN CH0339506278

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

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