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SWC (LU) PF Responsible Balance (EUR) AA

Ranked 22 out of 58 in - Balanced EUR 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 investment objective is to generate an adequate return in EUR 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 United Kingdom View performance globally

Performance

Balanced EUR over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.0%
2018 -4.2% -3.2% 2.6% 1.5% -5.0%
2017 9.7% 3.4% 1.9% 1.4% 2.8%
2016 20.2% 5.7% 6.8% 6.6% -0.2%
2015 -1.7% 1.2% -5.0% -1.6% 3.9%
2014 2.7% 1.2% -0.5% 0.2% 1.8%
2013 8.1% 6.9% -0.8% 0.5% 1.5%
2012 6.6% 4.3% -2.7% 2.3% 2.7%
2011 -3.1% 1.2% 2.8% -8.0% 1.2%
2010 7.3% 5.2% -7.2% 7.7% 2.0%
2009 5.1% -8.0% -1.4% 15.8% 0.1%
2008 10.6% 1.7% -2.8% -2.6% 14.9%
2007 9.3% 1.0% 0.9% 3.5% 3.7%
2006 1.6% 2.6% -3.6% 1.6% 1.2%
2005 10.9% -0.6% 3.5% 4.7% 3.0%
2004 6.6% -1.4% -0.1% 2.9% 5.1%
2003 13.6% 1.0% 6.6% 2.2% 3.2%
2002 -4.7% 1.3% -1.5% -8.7% 4.7%
2001 -5.2% -3.3% -0.8% -4.8% 3.8%
2000 1.3% -0.2% 2.2% -3.3% 2.7%
1999 4.5%

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 date15/09/1999
  • Share Class size83Mn
  • Base currencyUnits
  • ISIN LU0112804983

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.10%
  • 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).