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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Roger Höhener

Roger Höhener

Showing manager performance globally. You can view performance in individual jurisdictions.
Funds Managed
  1. Swiss Opportunity Fund

Citywire Rating: AAA rated

2016

  • MRated A in Mar 2016
  • ARated AA in Apr 2016
  • MRated AA in May 2016
  • JRated AA in Jun 2016
  • JRated AA in Jul 2016
  • ARated AA in Aug 2016
  • SRated AA in Sep 2016
  • ORated AA in Oct 2016
  • NRated AA in Nov 2016
  • DRated AAA in Dec 2016

2017

  • JRated AA in Jan 2017
  • FRated AA in Feb 2017
  • MRated AA in Mar 2017
  • ARated AA in Apr 2017
  • MRated AAA in May 2017

Performance

Equity - Switzerland
over : 30/04/2016 - 30/04/2017

Total Return

Month by Month Performance

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 5.3% 3.2%

Related News

Equity veteran quits to join Swiss boutique

Independent asset manager hands flagship fund to new recruit.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.