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Swisscanto (LU) Eq Fd Sel North America B

Ranked 1288 out of 1915 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 : 31/07/2014 - 31/07/2015
  • Rank 1288/1915 Total Return
  • Rank 755/1915 Standard Deviation
  • Rank 898/1915 Max Drawdown
Fund Name Risk
755 Russell US Equity A Acc USD

2.7

755 AGF American Growth Class MF Series USD

2.7

755 Capital Group US Equity Series I

2.7

755 BNP Paribas B I Equity USA Cap

2.7

755 Degroof Eqs US Behavioral Value BEN AC EUR

2.7

755 TIAA-CREF Growth & Income Fund;Institutional

2.7

755 BBVA USA APV

2.7

755 Wells Fargo Advantage Large Company Value Fd;Inv

2.7

755 Columbia Large Cap Growth Fund;Z

2.7

755 Swisscanto (LU) Eq Fd Sel North America B

2.7

755 RBC Private U.S. Large-Cap Equity Pool Core Ser F

2.7

755 Putnam Multi-Cap Core Fund;Y

2.7

755 Allianz US Equity - C2 - USD

Currency exposure is hedged

Currency exposure is hedged

2.7

755 UBI Pramerica Azioni USA

2.7

755 Alger Capital Appreciation Fund;B

2.7

755 Fidelity Advisor Diversified Stock Fund;O

2.7

755 ClearBridge Appreciation Fund;A

2.7

755 T Rowe Price Capital Opportunity Fund

2.7

755 Hartford Value HLS;IA

2.7

755 Vanguard Diversified Equity Fund;Investor

2.7

755 Rossini Lux Fund - Azionario Nord America R

2.7

755 Meritas US Equity Class A

2.7

755 Legg Mason ClearBridge US Lrg Cap Gro A Dis A USD

2.7

755 T Rowe Price Institutional US Structured Research

2.7

755 Scottish Widows HIFML North Amer 1

2.7

755 T Rowe Price US Large-Cap Core Inc

2.7

755 Degroof Eqs US Behavioral Value HBE AC USD

2.7

755 Penta USA A

2.7

755 Threadneedle (Lux)-US Contrarian Core Eqs AU

2.7

755 William Blair Large Cap Value Fund;I

2.7

755 Crescent Large Cap Macro Fund;Institutional

2.7

755 Russell Focused US Equity Class Series B

2.7

755 Russell Focused US Equity Pool Srs A

2.7

755 VT De Lisle America B Acc GBP

2.7

755 JPMorgan US Value Equity Offshore Fd-Growth

2.7

755 SEI Inst Inv Large Cap Diversified Alpha Fund;A

2.7

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 0.8% -0.2%
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 size102Mn
  • 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).