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Swiss Opportunity Fund

Ranked 12 out of 137 in - Switzerland over 12 months
All calculations are in CHF unless stated

Managed by

Patrick Huber

Patrick Huber was a portfolio manager and Analyst in the Swiss equity research and portfolio management team at Mirabaud Asset Management until March 2017. Huber managed the Mirabaud Fund(CH)– Swiss Equities and co-managed the Mirabaud - Swiss Equities Small and Mid and Mirabaud - Swiss Equity Asymmetric funds. 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.

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 : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.2% 6.4% 3.8%
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 size72Mn
  • 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).