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SWC (CH) EF Value Switzerland AA CHF

Ranked 13 out of 19 in - Switzerland over 12 months
All calculations are in EUR unless stated

Managed by

Peter Stenz

With over 20 year’s experience in the finance industry, Peter Stenz is currently based in Zurich where he works at Swisscanto Asset Management. Prior to this, he was with Bank Sal, Oppenheim jr. & Cie (Schweiz) AG. Today, he manages the Swisscanto (CH) Equity Fund Switzerland and the Swisscanto Institutional Fund Equity Switzerland dealing in Swiss equities, using an active bottom-up stock picking strategy. Peter graduated from the ETH Zurich and AZEK.

Objective

The fund's assets are invested as a majority in shares and other equity securities and participation rights issued by companies which have their registered office or their predominant business activities in Switzerland and which qualify as value stocks.

Showing fund performance in Liechtenstein View performance globally

Performance

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

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.7% 1.1% 5.9%
2017 6.0% 5.6% 2.6% -2.6% 0.4%
2016 0.1% -10.3% 4.3% 3.0% 4.0%
2015 13.7% 20.1% -2.7% -8.0% 5.6%
2014 13.0% 6.0% 2.2% 1.7% 2.5%
2013 25.0% 14.9% -0.7% 5.5% 3.8%
2012 17.4% 8.6% -2.8% 6.1% 4.9%
2011 -6.5% -2.7% 3.3% -12.8% 6.7%
2010 23.1% 11.9% -3.1% 2.0% 11.2%
2009 20.8% -12.8% 11.0% 19.1% 4.8%
2008 -23.9% -6.9% -4.8% -1.7% -12.7%
2007 -8.6% 3.1% 1.2% -5.4% -7.4%
2006 12.9% 3.7% -2.1% 8.7% 2.3%
2005 35.0% 5.2% 6.8% 9.3% 9.9%
2004 6.3% 3.0% 4.9% -6.1% 4.8%
2003 14.8% -12.8% 10.2% 9.2% 9.3%
2002 -25.5% 2.7% -8.6% -19.3% -1.7%
2001 -20.6% -13.3% 2.0% -18.9% 10.8%
2000 14.9% 5.9% 4.7% 3.2% 0.5%
1999 18.6% 2.8% 0.5% 1.4% 13.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Liechtenstein
  2. Switzerland

Fund Info

  • Launch date01/07/1997
  • Share Class size16Mn
  • Base currencyCHF
  • ISIN CH0005620767

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1.00%

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