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SWC (LU) PF Responsible Focus (EUR) AT

Ranked 5 out of 5 in - Aggressive CHF over 12 months
All calculations are in GBP unless stated

Managed by

Diego D'Argenio

Diego d'Argenio was a senior portfolio manager at RobecoSAM until he left the group in 2014. Prior to joining RobecoSAM in 2005, he was an equity portfolio manager and member of the Investment Committee responsible for tactical asset allocation at ARCA Asset Management in Milan. He holds a degree in economics from Rome University, and also earned a master’s degree in finance and investment banking from the European School of Economics. Diego is a CFA Charterholder.

Objective

The investment objective is to generate an adequate return by investing mainly in shares worldwide. The fund invests worldwide in equities, bonds and money market instruments. The equity allocation is between 55% and 100%. 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 4.7%
2018 3.4% 2.6% -9.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date15/03/2018
  • Share Class size04Mn
  • Base currencyUnits
  • ISIN LU1775789321

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).