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SWC (LU) EF Selection North America AT

Ranked 1288 out of 1850 in - US over 12 months
All calculations are in USD unless stated

Managed by

Andreas Kappler

Born in Zurich in 1971 and keen on soccer and chess, Andreas Kappler graduated from the University of Zurich with a PhD in Economics. Today, he is a senior fund manager at Swisscanto. He has worked for the firm since 2012 and previously for Clariden Leu. Andreas manages various funds for Swisscanto, dealing in North American, Asia Pacific and global equities.

Objective

The investment objective is to generate long-term capital growth by investing in the shares of North American companies. The fund invests at least 80% of its net assets in the equities of companies whose registered office or primary business activities are in North America. Derivatives may be used for achieving the investment objective.

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

Performance

US over : 31/05/2016 - 31/05/2017
  • Rank 1288/1850 Total Return
  • Rank 80/1850 Standard Deviation
  • Rank 136/1850 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 4.3%
2016 8.8% 0.9% 0.8% 3.2% 3.7%
2015 -1.4% 0.8% -0.2% -7.1% 5.5%
2014 7.9% 1.4% 4.3% -1.4% 3.5%
2013 30.4% 9.6% 1.7% 5.7% 10.7%
2012 10.5% 10.7% -5.0% 6.8% -1.6%
2011 -1.7% 6.9% -0.1% -16.3% 10.0%
2010 15.8% 6.5% -13.6% 13.5% 10.9%
2009 36.6% -10.7% 17.9% 21.7% 6.6%
2008 -35.2% -9.9% 2.3% -8.6% -23.0%
2007 5.1% 1.8% 7.6% -0.7% -3.4%
2006 11.9% 5.3% -2.1% 1.4% 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Liechtenstein
  5. Luxembourg
  6. Switzerland

Fund Info

  • Launch date18/11/2005
  • Share Class size28Mn
  • Base currencyUSD
  • ISIN LU0230111667

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.60%

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