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EuroSwitch Balanced Portfolio R

Ranked 1021 out of 1095 in - Balanced EUR over 12 months
All calculations are in EUR unless stated

Objective

The fund of funds invests in European equity, bond and money market funds. The fund management seeks to create an balanced portfolio due to market conditions the equity potion of the fund may be set up to 2/3 of the funds assets.

Performance

Balanced EUR over : 31/07/2017 - 31/07/2018
  • Rank 1021/1095 Total Return
  • Rank 388/1095 Standard Deviation
  • Rank 764/1095 Max Drawdown
Fund Name Currency Return
1019 Quaestio International Ethical Global Balanced EUR

-1.3%

1019 Epsilon Multiasset Valore Globale Maggio 2022 A EUR

-1.3%

1021 EuroSwitch Balanced Portfolio R EUR

-1.3%

1022 UniCredit Soluzione 20 A EUR EUR

-1.4%

1023 PremiumPLUS MIDTERMPLUS T

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.4%

1023 db Advisory Multibrands - db Selected Managers LC EUR

-1.4%

1023 Morgan Stanley Global Balanced Income A EUR EUR

-1.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.3% -1.1%
2017 4.0% 2.0% 1.7% -0.2% 0.4%
2016 -1.9% -3.9% -1.7% 3.7% 0.1%
2015 4.8% 7.2% -2.0% -3.3% 3.1%
2014 5.0% 2.8% 2.7% -0.8% 0.3%
2013 7.7% 3.2% -2.3% 3.1% 3.5%
2012 12.1% 7.3% -4.0% 5.9% 2.8%
2011 -11.4% -0.1% -1.3% -11.4% 1.5%
2010 11.8% 3.9% -3.6% 5.9% 5.4%
2009 12.9% -4.7% 5.2% 11.2% 1.2%
2008 -7.1% -9.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg

Fund Info

  • Launch date24/04/2008
  • Share Class size15Mn
  • Base currencyEUR
  • ISIN LU0337536675

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.70%
  • Initial investment4.50%

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