CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH CHFRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 9.0 | 10.1 | -3.5 | 10.6 | -1.8 | |
+/-Cat | 0.1 | 4.4 | 1.3 | 1.6 | -0.2 | |
+/-B’mrk | -0.9 | 2.2 | 3.0 | -5.7 | -2.2 | |
Category: CHF Moderate Allocation | ||||||
Category Benchmark: Cat 50%Citi SwissGBI&50%MSC... |
Key Stats | ||
NAV 27/03/2024 | CHF 139.30 | |
Day Change | -0.12% | |
Morningstar Category™ | CHF Moderate Allocation | |
ISIN | LU0984159987 | |
Fund Size (Mil) 27/03/2024 | EUR 277.05 | |
Share Class Size (Mil) 27/03/2024 | CHF 21.77 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 08/05/2023 | 2.21% |
Investment Objective: CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH CHF |
The Subfund’s investment objective is to achieve long-term capital growth in the Subfund’s Reference Currency – while taking due account of the principle of risk diversification and the liquidity of the assets – by investing in the asset classes described below and focusing on current income, capital and currency gains. The Subfund is actively managed without reference to a benchmark. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Christopher Schütz 09/12/2013 | ||
Gerhard Werginz 09/12/2013 | ||
Inception Date 09/12/2013 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Cat 50%Citi SwissGBI&50%MSCI Wld Free NR |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH CHF | 29/02/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|