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Credit Suisse (Lux) IndexSelection FdYieldCHFB

Ranked 1 out of 4 in - Conservative CHF over 12 months
All calculations are in USD unless stated

Managed by

Christopher Schütz

Sacha Widin

Sacha Widin has been head of wealth management funds at Credit Swiss since May 2012. Prior to his current role, he led the ETF-Based Solutions area, which was specialized in ETF-based and risk-limited portfolios, for more than two years. Previously Sacha worked for over seven years as analyst and fund manager in the Swiss Equities area. He graduated in 1996 from Lucerne University of Applied Sciences and Arts with a bachelor's degree in business administration and economics. He is a Certified European Financial Analyst (CEFA) and member of the Swiss Financial Analysts Association (SFAA).

Objective

This Mixed Fund is actively managed aiming to outperform the return of a customized benchmark. The portfolio and the performance of the Fund can deviate from the benchmark. The Fund invests mainly in index oriented investment funds and instruments to gain exposure to fixed income securities (35%-85%), equities and equity-type securities (15%-35%), cash and other cash equivalents (0%-50%), and alternative investments (0%-20%). It invests without being limited to a specific class of assets, geographic scope or industry sector. Investments of issuers denominated in CHF will account for a larger proportion than investments in other currencies.

Showing fund performance in Singapore View performance globally

Performance

Conservative CHF over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.2% -4.0%
2017 9.3% 3.1% 4.6% 0.6% 0.8%
2016 0.4% 4.0% -0.4% 2.5% -5.3%
2015 -3.3% 3.5% 1.9% -6.5% -1.9%
2014 -5.4% 2.5% 1.9% -6.0% -3.5%
2013 4.9% -1.6% -2.0% 6.1% 2.5%
2012 9.0% 6.9% -5.3% 3.9% 3.6%
2011 -6.5% 2.1% 6.1% -11.4% -2.6%
2010 10.6% -0.7% -4.2% 10.9% 4.8%
2009 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date30/09/2009
  • Share Class size20Mn
  • Base currencyCHF
  • ISIN LU0439734368

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.95%
  • Initial investment0.95%

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