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Alteritas Strategie Fund CHF

Ranked 97 out of 120 in - Global over 12 months
All calculations are in EUR unless stated


To achieve the investment objective, the assets may vary the assessment of the economic situation and the market prospects worldwide directly or indirectly in equities and participation rights in fixed or variable-interest debt securities and rights by private, semi-commercial and public borrowers in deposits and / or in Money market instruments are applied.

Showing fund performance in Liechtenstein View performance globally


Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.3% 0.7% 2.6%
2017 -0.2% 2.5% 0.5% -3.9% 0.8%
2016 1.3% -3.5% 2.2% 1.6% 1.1%
2015 1.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Liechtenstein

Fund Info

  • Launch date07/09/2015
  • Share Class size14Mn
  • Base currencyCHF
  • ISIN LI0274111041

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0


  • Annual management1.00%
  • Initial investment3.00%

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