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SWC (LU) PF Responsible Balance (USD) AT

Ranked 53 out of 66 in - Balanced USD over 3 months
All calculations are in GBP unless stated

Managed by

Reto Niggli

Reto Niggli studied at the University of Bern in Switzerland, and graduated with a degree in business economics. He has been in the fund management industry for over a decade, spending all of that time at Swisscanto Asset Management. Reto currently manages ethical fixed interest and mixed asset funds, and outside of work he enjoys football.

Objective

The investment objective is to generate an adequate return in USD on a long-term basis by investing mainly in bonds and shares worldwide. The fund invests worldwide in equities, bonds and money market instruments. The equity allocation is between 20% and 65%. Business sustainability criteria are considered in the investment selection process.

Showing fund performance in Investment Trust Insider View performance globally

Performance

Balanced USD over : 30/01/2019 - 30/04/2019
  • Rank 53/66 Total Return
  • Rank 36/66 Standard Deviation
  • Rank 1/66 Max Drawdown
Fund Name Currency Return
51 CGWM Diversity A GBP Hedged Dis

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9%

52 RBC Funds (Lux) Conservative Portfolio O GBP H Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

3.9%

53 SWC (LU) PF Responsible Balance (USD) AT GBP

3.8%

54 Franklin Glo Fundamental Strategies A (acc) USD GBP

3.8%

55 Rubicon Dynamic M USD GBP

3.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.4%
2018 -4.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Luxembourg
  3. Spain
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date10/07/2018
  • Share Class size08Mn
  • Base currencyUnits
  • ISIN LU1813278477

Purchase Info

  • Min. initial investment1

Charges

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