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Swisscanto (LU) Eq Fd Sel North America B

Ranked 756 out of 1896 in - North America 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 fund invests predominantly in equities of North American companies. As a result of the greater deviations from the benchmark than in the case of equity funds closely tracking the index, the earnings potential for this fund is correspondingly higher. The wide spread of equities over various sectors and countries reduces the risk in comparison with a single investment.

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

Performance

North America over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 0.9% 0.8%
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 size116Mn
  • 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).