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M&C Small Caps Schweiz P

Ranked 7 out of 7 in - Switzerland Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Manuel Bottinelli

Silvio Jagunic

Silvio Jagunic was born in the mid sixties in Zurich. He studied at his home town university and graduated with an MBA. Silvio started his career in 1993 as a portfolio manager at SWISS RE. He spent 15 years at the company in various different roles before joining Michel & Cortesi in 2008 where he is currently a partner as well as a portfolio manager. Outside of fund management Silvio enjoys tennis and skiing.

Objective

The aim of investment policy is to generate a long-term attractive overall yield in Swiss Francs through a diversified portfolio. To achieve this goal, the fund's assets are invested in small-capitalized Swiss companies. The fund uses derivative transactions to reduce potential losses resulting from price fluctuations as well as to achieve higher valuations.

Showing fund performance in Liechtenstein View performance globally

Performance

Switzerland Small & Medium Companies over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.1% 0.2% 1.0%
2017 13.5% 11.0% 3.7% -2.2% 0.9%
2016 13.9% -0.3% 2.2% 9.6% 2.0%
2015 12.9% 24.4% -3.4% -12.5% 7.4%
2014 8.6% 2.7% 0.9% -0.4% 5.3%
2013 23.6% 11.2% -1.1% 6.3% 5.8%
2012 12.8% 8.8% -4.6% 5.3% 3.1%
2011 -11.8% -1.1% 1.9% -15.9% 4.1%
2010 29.2% 10.6% -3.8% 4.9% 15.7%
2009 31.3% -11.8% 19.5% 23.1% 1.3%
2008 -39.5% -10.7% -6.9% -11.0% -18.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Liechtenstein
  3. Switzerland

Fund Info

  • Launch date30/11/2007
  • Share Class size12Mn
  • Base currency
  • ISIN LI0033242210

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

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