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Stream Invest

Ranked 8 out of 19 in - Switzerland over 12 months
All calculations are in EUR unless stated

Managed by

Bernd Krebs

Objective

The fund's objective is mainly to achieve a medium to long-term capital appreciation through investment which is in accordance to the principle of risk diversification in securities and other investments. The Fund invests its assets primarily in equity securities which have their base or the major part of their economic activities in Switzerland, North America and Europe. The main focus of investments is in Switzerland.

Showing fund performance in Liechtenstein View performance globally

Performance

Switzerland over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.9% 2.0%
2017 8.7% 10.7% 0.9% -1.5% -1.3%
2016 12.8% 1.2% 3.1% 6.4% 1.7%
2015 15.4% 15.3% 0.1% -8.1% 8.8%
2014 3.3% 4.5% 1.5% -3.3% 0.8%
2013 19.6% 6.2% 0.6% 8.6% 3.2%
2012 8.1% 8.5% -3.7% 4.6% -1.2%
2011 -3.3% -0.7% 1.1% -9.6% 6.5%
2010 26.0% 10.0% 2.1% -0.9% 13.3%
2009 28.1% -1.8% 13.8% 12.9% 1.5%
2008 -10.2% 2.9% -3.2% -0.9% -9.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Liechtenstein
  3. Switzerland

Fund Info

  • Launch date02/11/2007
  • Share Class size35Mn
  • Base currencyCHF
  • ISIN LI0032910593

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 the currency and currencies indicated).