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SWC (LU) PF Responsible Select (EUR) AA

Ranked 17 out of 42 in - Conservative 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 worldwide. The fund invests worldwide in equities, bonds and money market instruments. The equity allocation is between 10% and 35%. Business sustainability criteria are considered in the investment selection process.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 0.2%
2018 -3.0% -3.1% 1.7% 1.2% -2.8%
2017 7.6% 2.3% 2.1% 1.0% 1.9%
2016 19.0% 7.5% 6.6% 5.8% -1.9%
2015 -3.3% -1.1% -5.1% 0.9% 2.1%
2014 2.2% 1.0% -0.7% 0.4% 1.5%
2013 4.6% 5.6% -0.6% -0.9% 0.6%
2012 5.5% 3.1% -1.9% 1.8% 2.5%
2011 -0.3% 1.2% 3.5% -4.6% -0.2%
2010 5.3% 4.8% -5.7% 7.2% -0.6%
2009 4.1% -3.4% -3.9% 13.4% -1.2%
2008 22.5% 5.2% -3.1% -0.6% 20.8%
2007 8.9% 0.9% -0.9% 4.1% 4.6%
2006 -1.0% 0.9% -2.8% 1.1% -0.1%
2005 6.0% -1.2% 2.9% 2.5% 1.7%
2004 5.6% -1.8% -0.7% 3.6% 4.6%
2003 11.1% 3.8% 4.4% 1.0% 1.5%
2002 5.1% 0.6% 3.3% -3.2% 4.5%
2001 -0.7% -0.5% -1.8% 0.4% 1.2%
2000 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 date27/09/2000
  • Share Class size101Mn
  • Base currencyUnits
  • ISIN LU0112799290

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.95%

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