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SWC (LU) EF Global Innovation Leaders AT

Ranked 19 out of 119 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Ben Hauzenberger

Ben Hauzenberger was born in the mid sixties in Stockholm, Sweden. He holds an MSc in Business and Administration from the University of Stockholm. Member of the Senior Management at Swisscanto, he joined the company in 2006 as a senior fund manager. Prior to this in 1998 he was a financial analyst and fund manager at Credit Suisse and at the beginning of 1991 he was a financial analyst and fund manager at the UBS. Ben`s interest outside of fund management are skiing and going to the theatre.

Objective

This fund invests worldwide in equities of companies from the most varied sectors, concentrating its investments on companies with intensive research and development activities, which thereby create a potential for future product innovations and corporate growth. The wide spread of equities over various sectors and countries reduces the risk in comparison with a single investment.

Showing fund performance in Liechtenstein View performance globally

Performance

Global over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.4% 6.3%
2017 8.9% 5.6% -2.3% 2.0% 3.5%
2016 3.0% -8.3% 4.4% 2.5% 4.9%
2015 11.1% 17.3% -2.1% -10.7% 8.3%
2014 16.0% 0.3% 5.5% 4.9% 4.5%
2013 25.1% 10.1% 1.0% 5.2% 7.0%
2012 11.3% 10.2% -2.6% 5.0% -1.2%
2011 -7.9% -1.5% -1.3% -12.2% 7.8%
2010 18.9% 6.9% -1.9% 3.7% 9.3%
2009 39.8% 5.5% 9.8% 10.2% 9.5%
2008 -43.9% -22.5% 2.6% -6.9% -24.2%
2007 8.1% -1.9% 9.7% 3.1% -2.6%
2006 -4.5% 2.2% -13.7% 6.7% 1.5%
2005 18.2% -3.5% 8.7% 5.9% 6.4%
2004 -7.7% 3.5% -0.1% -14.3% 4.1%
2003 24.0% -5.5% 14.5% 10.4% 3.8%
2002 -50.9% -5.1% -35.5% -27.3% 10.5%
2001 -28.5% -23.7% 11.3% -37.1% 33.7%
2000 -37.9% 15.1% -9.2% -9.4% -34.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Liechtenstein
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date10/12/1999
  • Share Class size48Mn
  • Base currencyEUR
  • ISIN LU0102842878

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.60%

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