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SWC (LU) PF Dynamic 0 - 100 AT

Ranked 1 out of 3 in - Flexible CHF over 12 months
All calculations are in GBP unless stated

Managed by

Jérôme Koller

Objective

The investment objective is to generate long-term capital growth by investing in shares, bonds and money market instruments worldwide. The fund invests worldwide in equities and fixed- and variable-interest securities of states and companies. As part of the investment policy, the fund may also invest in nontraditional investment instruments. An average volatility of 11% is sought for the fund. Volatility is a measure of return fluctuations based on an annualised standard deviation. The weighting of individual investment categories (shares/bonds) may change when the volatility of individual investments changes.

Showing fund performance in United Kingdom View performance globally

Performance

Flexible CHF over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.7%
2018 -3.2% -4.8% 4.3% 3.1% -5.5%
2017 7.0% 4.7% 0.5% -0.2% 1.8%
2016 23.7% 5.9% 8.0% 6.0% 2.0%
2015 -12.7% -4.2% -4.5% -6.3% 1.8%
2014 -0.6% -1.4% -0.3% -0.5% 1.7%
2013 9.7% 12.3% -1.8% -0.9% 0.4%
2012 3.0% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Italy
  5. Liechtenstein
  6. Luxembourg
  7. Netherlands
  8. Spain
  9. Switzerland
  10. United Kingdom

Fund Info

  • Launch date12/04/2012
  • Share Class size04Mn
  • Base currencyUnits
  • ISIN LU0770376241

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.90%

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