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Swiss Opportunity Fund

Ranked 11 out of 131 in - Switzerland over 12 months
All calculations are in CHF unless stated

Managed by

Roger Höhener

Objective

The Fund is an actively managed. It aims to achieve above-average returns over a prolonged period of time with the lowest possible risk. The asset manager invests mainly in the shares of Swiss companies which are traded in Switzerland. At the same time, in order to achieve better diversification, a small portion of the fund may be invested in foreign shares. In addition, short positions can be held to a maximum of 30% of the total assets. The fund is independent of any benchmark index, but the SPI Swiss Performance Index offers a natural benchmark.

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

Performance

Switzerland over : 30/04/2016 - 30/04/2017
  • Rank 11/131 Total Return
  • Rank 100/131 Standard Deviation
  • Rank 71/131 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 10.2%
2016 6.6% -2.2% 0.8% 7.3% 0.7%
2015 4.6% 4.6% -3.1% -4.2% 7.7%
2014 12.7% 6.1% 3.2% 0.7% 2.3%
2013 21.5% 11.3% -0.2% 5.1% 4.1%
2012 16.7% 8.6% -1.0% 5.3% 3.2%
2011 -10.4% 1.8% -3.4% -12.5% 4.2%
2010 10.5% 8.6% -5.9% 2.4% 5.6%
2009 23.4% -10.1% 17.7% 17.2% -0.5%
2008 -34.7% -7.7% 1.2% -7.9% -24.0%
2007 4.2% 6.4% 6.1% -5.7% -2.1%
2006 27.2% 9.2% -2.2% 10.1% 8.1%
2005 8.5% 1.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date30/06/2005
  • Share Class size76Mn
  • Base currencyCHF
  • ISIN CH0021778029

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.20%

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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).