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Pictet-Piclife-S CHF

Ranked 1 out of 6 in - Balanced CHF over 12 months
All calculations are in GBP unless stated

Objective

The aim of this compartment is to enable investors to benefit from the general investment strategy of Pictet Asset Management S.A., by providing the opportunity to invest in an overall balanced portfolio that will be broadly inspired by the investment policy applicable to the Swiss pension funds. The Compartment will invest mainly in equities, fixedincome instruments and money market instruments worldwide as well as through a portfolio of UCITS and other UCIs offering exposure or investing in equities, money market instruments and fixed-income investments worldwide.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced CHF over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.7% 3.2% 3.1%
2017 4.0% 2.9% 1.5% -1.5% 1.1%
2016 20.8% 5.8% 7.6% 5.6% 0.5%
2015 4.6% 7.4% -4.0% -1.4% 2.8%
2014 3.4% 1.2% -0.3% 0.2% 2.3%
2013 9.0% 8.9% -0.9% -0.3% 1.4%
2012 6.4% 4.7% -2.9% 1.2% 3.5%
2011 -1.7% 0.2% 5.7% -8.4% 1.3%
2010 14.4% 7.0% -6.0% 7.7% 5.6%
2009 5.4% -7.6% -3.3% 16.6% 1.2%
2008 20.2% 5.1% -3.8% -0.1% 18.9%
2007 5.3% 0.5% -1.1% 2.9% 3.0%
2006 0.2% 2.0% -3.6% 1.4% 0.6%
2005 9.2% -0.7% 1.8% 4.7% 3.2%
2004 5.9% -2.1% 1.4% 1.3% 5.4%
2003 7.6% -0.3% 2.6% 2.7% 2.5%
2002 -3.8% 2.0% 0.1% -8.8% 3.3%
2001 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Liechtenstein
  6. Luxembourg
  7. Netherlands
  8. Portugal
  9. Sweden
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date27/09/2001
  • Share Class size14Mn
  • Base currencyCHF
  • ISIN LU0135488897

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.35%
  • Initial investment0.00%

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