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SWC (CH) EF North America A

Ranked 336 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Daniel Würmli

Daniel Würmli was born in Horgen, Switzerland in 1961. He started his financial training at the Swiss Business School where he studied banking, and worked as an apprentice at Credit Suisse. Daniel joined Swisscanto Asset Management in 1994 where he was a senior portfoilo manager. He moved to AIG (Switzerland) in 1998 before returning to Swisscanto AM in 2001 where he manages his funds using a 'style investing' approach. Daniel has been managing funds for over 18 years and is a Chartered European Financial Analyst and is ISMA-qualified. Outside of fund management he enjoys football and walking.

Objective

The fund's assets are invested as a majority in shares and other equity securities and participation rights issued by companies which have their registered office or their predominant business activities in North America (USA and Canada).

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

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 336/867 Total Return
  • Rank 71/867 Standard Deviation
  • Rank 115/867 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.7% 2.5%
2016 8.9% 0.4% 1.2% 3.8% 3.3%
2015 -1.8% 0.8% 0.6% -8.5% 5.8%
2014 9.6% 1.5% 5.1% -0.2% 3.0%
2013 29.1% 9.3% 1.9% 5.7% 9.7%
2012 13.7% 12.4% -5.2% 6.9% -0.3%
2011 -1.7% 6.0% -1.3% -16.2% 12.1%
2010 13.1% 4.8% -13.0% 11.4% 11.4%
2009 32.1% -7.4% 17.3% 15.7% 5.0%
2008 -37.7% -10.1% 0.4% -12.0% -21.6%
2007 5.4% 0.6% 7.1% 2.6% -4.6%
2006 14.4% 3.6% -2.3% 5.6% 7.1%
2005 3.7% -2.5% 1.0% 4.1% 1.2%
2004 9.2% 1.3% 1.0% -2.0% 8.9%
2003 27.3% -3.5% 15.8% 2.2% 11.5%
2002 -24.0% -0.3% -14.6% -18.1% 9.0%
2001 -15.2% -13.2% 5.5% -15.1% 9.0%
2000 -16.2% 3.1% -4.3% -3.6% -12.0%
1999 25.2% 5.4% 6.5% -6.4% 19.2%
1998 23.0% 12.4% 2.5% -11.4% 20.5%
1997 23.5% -0.6% 15.0% 4.7% 3.2%
1996 23.1% 6.6% 2.1% 2.6% 10.2%
1995 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Liechtenstein
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date06/05/1993
  • Share Class size66Mn
  • Base currencyUSD
  • ISIN CH0000422433

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

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