SWC (LU) Equity Fund Sustainable AT

Ranked 222 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Gerhard Wagner

Zurich-based Gerhard Wagner is a portfolio manager at Swisscanto Asset Management having joined the company in 2008. He runs global SRI equity funds and uses a cyclical growth investment style. Prior to Swisscanto, Wagner was a portfolio manager at UBS Asset Management. He studied physics at ETH Zürich University. His interests away from work include climbing and skiing.

Objective

The fund invests worldwide in equities and money-market instruments. Only undertakings and bond issuers complying with the principles of ecological and social sustainability are taken into account. The equity share is at least 90%. With the wide spread of equities, the risk is reduced in comparison with an investment in a single asset.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 222/752 Total Return
  • Rank 526/752 Standard Deviation
  • Rank 359/752 Max Drawdown
Fund Name Currency Risk
524 Protea Fund - Swiftsure Technology GBP Founder Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

14.3

525 Controlfida 21st Century UCITS A Inst EUR Acc GBP

14.3

526 SWC (LU) Equity Fund Sustainable AT GBP

14.3

526 Mercer Passive Global Equity M-2 GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

14.3

528 Pictet-Global Megatrend Selection-P USD GBP

14.3

528 JPM Global Unconstrained Equity A Net Acc GBP

14.3

528 Royal London Global Equity Select R Acc GBP

14.3

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.4%
2018 -5.0% -5.7% 5.1% 6.9% -10.4%
2017 16.0% 6.7% 3.3% 2.1% 3.0%
2016 21.1% -0.6% 8.0% 8.2% 4.3%
2015 4.5% 10.0% -5.6% -7.9% 9.4%
2014 2.0% 0.1% -0.2% -0.6% 2.7%
2013 26.1% 16.1% 1.0% 0.3% 7.3%
2012 4.8% 5.9% -5.8% 1.5% 3.4%
2011 -13.3% 4.8% -0.4% -18.4% 1.8%
2010 0.6% 2.7% -10.2% 4.0% 4.9%
2009 15.0% -13.9% 8.1% 20.7% 2.3%
2008 -26.9% -9.6% -1.2% -9.4% -9.8%
2007 21.6% 7.8% 7.3% 2.7% 2.3%
2006 12.6% 13.1% -6.1% 1.1% 5.0%
2005 26.1% 3.5% 3.6% 12.5% 4.6%
2004 12.6% 0.0% 5.3% -2.5% 9.6%
2003 16.6% -3.6% 6.9% 7.2% 5.5%
2002 -31.7% 1.7% -13.9% -25.1% 4.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Albemarle Corp ORD 3.06%
T-Mobile US Inc ORD 2.60%
Vestas Wind Systems A/S ORD 2.59%
Check Point Software Technologies Ltd ORD 2.58%
Agilent Technologies Inc ORD 2.37%
Centene Corp ORD 2.26%
American Water Works Company Inc ORD 2.23%
Bright Horizons Family Solutions Inc ORD 2.20%
A. O. Smith Corp ORD 2.20%
Universal Health Services Inc ORD 2.17%
28/02/2019

Registered For Sale In

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

Fund Info

  • Launch date30/11/2001
  • Share Class size31Mn
  • Base currencyEUR
  • ISIN LU0136171559

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.80%

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