Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

SWC (LU) PF Responsible Ambition (CHF) AT

Ranked 3 out of 5 in - Aggressive CHF over 12 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 fund invests worldwide in equities, bonds and money market instruments. The equity allocation is between 40% and 85%. Business sustainability criteria are considered in the investment selection process.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.4%
2018 -4.7% -4.7% 3.3% 3.7% -6.6%
2017 7.8% 4.6% 1.6% -0.8% 2.2%
2016 19.0% 3.4% 7.7% 5.8% 0.9%
2015 2.9% 8.4% -4.3% -5.1% 4.6%
2014 3.4% 0.4% -0.1% 0.9% 2.1%
2013 11.7% 9.5% -0.9% 0.9% 2.1%
2012 8.0% 6.0% -3.7% 2.2% 3.5%
2011 -5.9% 0.3% 4.1% -11.8% 2.2%
2010 14.2% 7.4% -7.2% 8.1% 6.1%
2009 8.6% -10.5% 0.8% 18.8% 1.3%
2008 3.5% -0.3% -3.1% -4.4% 12.0%
2007 9.4% 1.3% 2.2% 3.1% 2.5%
2006 3.4% 3.9% -4.2% 1.7% 2.2%
2005 15.6% -0.3% 3.4% 7.3% 4.5%
2004 6.6% -1.7% 1.1% 1.2% 6.1%
2003 14.6% -2.1% 7.2% 4.3% 4.7%
2002 -11.7% 2.8% -4.6% -13.8% 4.4%
2001 -9.0% -5.5% -0.4% -9.0% 6.2%
2000 1.1% 0.2% 4.0% -3.5% 0.5%
1999 13.7% 2.5% 3.1% -2.8% 10.8%
1998 16.2% 5.9% 1.5% -7.1% 16.5%
1997 11.5% 4.1% 6.6% 4.9% -4.2%
1996 -3.1% 3.9% -0.3% 0.3% -6.7%
1995 5.1% 1.9% 4.7%

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 date13/02/1995
  • Share Class size209Mn
  • Base currencyUnits
  • ISIN LU0112806418

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment1.15%

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