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Mirabaud Swiss Equity Asymmetric - A

Ranked 94 out of 131 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 sub-fund is a traditional fund with an innovative downside protection mechanism aimed at capturing most of the upside of the Swiss equity market and limiting the downside during bear markets, using options and futures. The fund will always be at least 90% invested in Swiss equities.

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

Performance

Switzerland over : 30/04/2016 - 30/04/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 4.4%
2016 -0.3% -9.1% 0.0% 3.2% 6.3%
2015 1.8% 2.8% -3.1% -1.4% 3.7%
2014 6.7% 5.5% 1.0% -0.1% 0.3%
2013 18.4% 10.9% -1.5% 3.2% 5.0%
2012 7.8% 2.5% -2.3% 4.9% 2.7%
2011 -9.5% -0.6% -2.1% -11.0% 4.4%
2010 -3.5% -0.5% -4.6% -0.5% 2.1%
2009 7.0% 0.0% 1.4% 4.7% 0.8%
2008 3.7% 1.1% 1.0% 3.4% -1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date30/11/2007
  • Share Class size03Mn
  • Base currencyCHF
  • ISIN CH0034533676

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment0

Related News

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Swiss equity head and Citywire A-rated manager leaves German group to join Geneva-based asset manager in senior role.

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