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CS (Lux) Global Security Equity Fund B USD

Ranked 7 out of 18 in - Global Themes over 12 months
All calculations are in EUR unless stated

Managed by

Patrick Kolb

Patrick Kolb holds an MA and a PhD in finance from the University of Zurich. He started his career with Credit Suisse Asset Management in 2005 where he is a fund manager and uses the GARP (Growth at a Reasonable Price) investment process to manage the Credit Suisse Equity (lux) Global Security Fund. Patrick has been a fund manager for over four years. Outside of fund management he enjoys playing the guitar and reading financial literature.

Objective

This Equity Fund is actively managed aiming to outperform the return of the MSCI World (NR) benchmark. The portfolio and the performance of the Fund can deviate from the benchmark. The Fund invests mainly in equities and equity-type securities. Investments in equities and equity-type securities of issuers engaged in the global security industry will account for a larger proportion than investments in equities and equity-type securities of other issuers.

Showing fund performance in Liechtenstein View performance globally

Performance

Global Themes over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 7.6% -0.1%
2016 5.8% -5.0% 2.6% 7.0% 1.5%
2015 11.7% 18.2% -2.8% -8.8% 6.7%
2014 25.1% 3.5% 3.7% 4.6% 11.4%
2013 7.0% 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Gibraltar
  6. Greece
  7. Hungary
  8. Italy
  9. Liechtenstein
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Portugal
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date02/05/2013
  • Share Class size183Mn
  • Base currencyUSD
  • ISIN LU0909471251

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.92%
  • Initial investment5

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