Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Swisscanto (LU) Eq Fd Sel North America B

Ranked 1338 out of 1918 in - North America over 12 months
All calculations are in USD

Managed by

Michael Bretscher

Michael Bretscher studied data analysis and process design at the Zurich University of Applied Sciences graduating in 2003. He has been a portfolio manager at Swisscanto Asset Management for four years, and is the lead manager on a number of North American and European equity funds.

Objective

The fund invests predominantly in equities of North American companies. As a result of the greater deviations from the benchmark than in the case of equity funds closely tracking the index, the earnings potential for this fund is correspondingly higher. The wide spread of equities over various sectors and countries reduces the risk in comparison with a single investment.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

North America over : 31/05/2014 - 31/05/2015
  • Rank 1338/1918 Total Return
  • Rank 859/1918 Standard Deviation
  • Rank 936/1918 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 0.8%
2014 7.9% 1.4% 4.3% -1.4% 3.5%
2013 30.4% 9.6% 1.7% 5.7% 10.7%
2012 10.5% 10.7% -5.0% 6.8% -1.6%
2011 -1.7% 6.9% -0.1% -16.3% 10.0%
2010 15.8% 6.5% -13.6% 13.5% 10.9%
2009 36.6% -10.7% 17.9% 21.7% 6.6%
2008 -35.2% -9.9% 2.3% -8.6% -23.0%
2007 5.1% 1.8% 7.6% -0.7% -3.4%
2006 11.9% 5.3% -2.1% 1.4% 7.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Liechtenstein
  5. Luxembourg
  6. Switzerland

Fund Info

  • Launch date18/11/2005
  • Share Class size112Mn
  • Base currencyUSD
  • ISIN LU0230111667

Purchase Info

  • Min. initial investment0
  • Min. additional investment0

Charges

  • Annual management1.6%

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