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MIRABAUD FUND (CH)-Swiss Equities-A

Ranked 73 out of 132 in - Switzerland over 12 months
All calculations are in CHF unless stated

Managed by

Nicolas Bürki

Nicolas Bürki, is currently a Portfolio Manager / Analyst in the Swiss equity research and portfolio management team at Mirabaud Asset Management. He manages the Mirabaud Fund (CH) - Swiss Equities fund, Swiss Equity mandates and has experience in the asset management industry since 1997. Prior to joining Mirabaud Asset Management in 2005, Mr Bürki worked at Banque Cantonale Vaudoise as Equity Analyst and Manager of institutional multi-manager mandates, and previously at Ernst & Young and Deloitte & Touche as Senior Financial Auditor. Mr Bürki holds a Master's degree in Economics from the University of Lausanne (HEC). He is a CFA and a CMT charterholder.

Patrick Huber

Patrick Huber is a portfolio manager and Analyst in the Swiss equity research and portfolio management team within Mirabaud Asset Management. Huber manages the Mirabaud Fund(CH)– Swiss Equities and co-manages the Mirabaud - Swiss Equities Small and Mid and Mirabaud - Swiss Equity Asymmetric funds and has experience in the portfolio management industry since 1997. Prior to joining Mirabaud in 2015, Huber was Head of Swiss Equities at Lombard Odier Asset Management which he joined in 2001 from Pictet & Cie where he worked as Sell-side analyst for Swiss Equities. Previous experience includes Kühne & Nagel Gruppe, Société Générale, Bank Hofmann, Credit Suisse and Bank Linth. Huber holds a degree in Banking and Finance from the Graduate School of Economics (HWV) and a Master of Advanced Studies in Corporate Finance from the University of Lucerne.

Paul Schibli

Objective

The objective of the fund is to outperform the Swiss Performance Index, which represents the broad investable Swiss equities market, while maintaining a moderate relative performance risk. The investment process is done through an active management style based on fundamental stock analysis in order to create a diversified portfolio representative of the specificities of the Swiss market. The fundamental stock analysis considers quantitative and qualitative aspects of balance sheets as well as the firms strategy, its competitive position, its risks and underlying stocks valuation and potential performance. The fund typically invests in 25 to 50 stocks.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Switzerland over : 31/03/2016 - 31/03/2017
  • Rank 73/132 Total Return
  • Rank 96/132 Standard Deviation
  • Rank 73/132 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 7.3%
2016 -2.0% -9.6% 2.2% 3.4% 2.7%
2015 4.1% 3.9% -2.8% -2.3% 5.5%
2014 10.1% 4.3% 2.8% 1.5% 1.3%
2013 22.9% 15.3% -0.6% 4.3% 2.8%
2012 12.6% 3.8% -2.6% 6.8% 4.2%
2011 -6.4% -1.0% -0.5% -11.8% 7.7%
2010 -3.1% 2.1% -9.3% 0.6% 4.0%
2009 18.2% -7.8% 7.8% 14.0% 4.4%
2008 -24.7% -12.6% -1.5% -1.1% -11.6%
2007 -1.3% 3.6% 3.7% -3.6% -4.6%
2006 15.5% 5.5% -4.5% 10.3% 4.0%
2005 28.6% 4.5% 5.3% 9.3% 7.0%
2004 8.7% 2.9% 4.5% 0.3% 0.8%
2003 17.2% -10.6% 16.5% 3.3% 8.9%
2002 -26.5% 2.6% -15.2% -18.2% 3.3%
2001 -20.9% -14.3% 3.2% -24.0% 17.6%
2000 6.9% -3.4% 4.8% 3.7% 1.7%
1999 5.3% -1.0% -1.6% 1.4% 6.6%
1998 17.7% 24.5% 4.5% -19.9% 12.9%
1997 43.9% 13.2% 6.7% 18.8% 0.3%
1996 12.5% -3.1% 11.3% -0.1% 4.3%
1995 9.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date01/08/1995
  • Share Class size65Mn
  • Base currencyCHF
  • ISIN CH0190950219

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment0

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