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SWC (CH) Pension BF Top USD DA USD

Ranked 319 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Managed by

Karl Stettler

Born in 1965 in Aarau, Switzerland, Karl Stettler gained his Diploma in Economics from the BVS Business School. Between 1982 and 1996 he worked for UBS (SBG) where he was responsible for fixed income sales and a year later he joined Merrill Lynch. Karl joined UBS as a portfolio manager of private banking in 1999 and joined Swisscanto in 2002, where he is currently a senior portfolio manager of bonds.

Objective

The fund invests at least two-thirds of its assets in bonds denominated in USD in the upper "Investment Grade" sector. The portfolio as a whole shows an average rating of at least Aa3 (Moody's) or AA- (Standard & Poor's).

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

Performance

US Dollar over : 31/08/2016 - 31/08/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 0.8% 1.5%
2016 0.8% 3.2% 2.3% -0.3% -4.2%
2015 0.3% 1.7% -2.1% 1.8% -1.0%
2014 6.1% 1.6% 1.8% 0.4% 2.2%
2013 -3.0% -0.3% -2.5% 0.4% -0.6%
2012 4.0% 0.0% 2.6% 1.2% 0.1%
2011 7.9% 0.6% 2.5% 5.1% -0.4%
2010 7.4% 2.0% 4.4% 3.9% -3.0%
2009 4.3% -1.9% 1.3% 5.1% -0.1%
2008 5.4% 3.4% -0.8% -1.4% 4.3%
2007 9.2% 1.3% 0.4% 4.1% 3.2%
2006 0.3% 4.0% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date01/02/2006
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN CH0021284234

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.28%

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