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JSS Sustainable Equity Switzerland P CHF dis

Ranked 14 out of 18 in - Switzerland over 12 months
All calculations are in EUR unless stated

Managed by

Christoph Lang

Objective

The fund aims to achieve long-term asset growth. Investments are mainly made in equity securities issued by Swiss companies that make a contribution to sustainable business practices. The Swiss Performance Index (SPI) is used as the benchmark for evaluating investment performance. However, the Index does not constitute a restriction on the choice of fund assets.

Showing fund performance in Liechtenstein View performance globally

Performance

Switzerland over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4%
2017 7.5% 7.8% 1.8% -2.4% 0.3%
2016 0.5% -7.4% 4.8% 2.3% 1.2%
2015 10.6% 18.5% -3.9% -7.9% 5.3%
2014 14.4% 4.2% 3.7% 2.7% 3.1%
2013 22.6% 15.0% -2.2% 5.1% 3.6%
2012 18.4% 8.1% -1.1% 5.9% 4.6%
2011 -6.9% -4.5% 4.4% -13.1% 7.5%
2010 23.0% 10.7% -1.3% 1.8% 10.7%
2009 18.3% -12.6% 9.5% 18.1% 4.7%
2008 -27.1% -10.1% -4.6% -2.6% -12.8%
2007 -5.5% 1.8% 2.4% -4.2% -5.4%
2006 14.6% 5.0% -3.0% 8.2% 4.0%
2005 32.3% 4.8% 5.2% 10.2% 8.9%
2004 3.9% 2.4% 3.4% -5.7% 4.1%
2003 11.3% -12.7% 12.3% 5.5% 7.6%
2002 -27.2% 3.4% -9.1% -19.7% -3.6%
2001 -22.2% -13.4% -0.8% -16.5% 8.4%
2000 15.7% 1.4% 7.0% 2.8% 3.8%
1999 7.7% 0.4% -2.4% 0.6% 9.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Liechtenstein
  2. Singapore
  3. Switzerland

Fund Info

  • Launch date31/12/1987
  • Share Class size542Mn
  • Base currencyCHF
  • ISIN CH0001630703

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Bank J. Safra Sarasin launches sustainable Swiss small and mid cap fund

Portfolio managers Christoph Lang and Florian Esterer are running the new small and mid cap strategy, which integrates sustainable criteria.

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