CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR IBRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 9.7 | 6.8 | -6.6 | 7.3 | 3.5 | |
+/-Cat | 1.6 | 4.1 | 1.4 | 1.5 | 0.9 | |
+/-B’mrk | -0.4 | 2.2 | 0.7 | -1.1 | 0.2 | |
Category: EUR Moderate Allocation - Global | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 23/04/2024 | EUR 1590.81 | |
Day Change | 0.24% | |
Morningstar Category™ | EUR Moderate Allocation - Global | |
ISIN | LU1048951070 | |
Fund Size (Mil) 23/04/2024 | EUR 273.52 | |
Share Class Size (Mil) 23/04/2024 | EUR 9.29 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 08/05/2023 | 1.23% |
Investment Objective: CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR IB |
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 15/04/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR IB | 31/03/2024 |
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