CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH USDRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 1.4 | 14.7 | 0.5 | 5.0 | 3.3 | |
+/-Cat | -2.8 | 6.4 | 3.9 | 0.9 | 1.3 | |
+/-B’mrk | - | 6.1 | 3.1 | -2.4 | 0.7 | |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 26/03/2024 | USD 173.28 | |
Day Change | 0.24% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | LU0984160050 | |
Fund Size (Mil) 26/03/2024 | EUR 276.54 | |
Share Class Size (Mil) 26/03/2024 | USD 29.19 | |
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 USD |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Christopher Schütz 09/12/2013 | ||
Gerhard Werginz 09/12/2013 | ||
Inception Date 09/12/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH USD | 29/02/2024 |
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