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Gutzwiller One

Ranked 1232 out of 1890 in - US over 12 months
All calculations are in USD unless stated

Managed by

François Boulte

Objective

The fund invests in listed, primarily US securities.The fund maintains a conservative and long-term view. He mainly invests in well-established companies at an attractive valuation. The fundmanager uses a bottom up approach basing his analysis on extensive company and economic research. His investment strategy is independent of sector orientation or other restrictive methodologies. With this strategy, tha fund has consistently delivered higher returns than the market.

Performance

US over : 31/08/2017 - 31/08/2018
  • Rank 1232/1890 Total Return
  • Rank 1397/1890 Standard Deviation
  • Rank 1617/1890 Max Drawdown
Fund Name Currency Return
1230 Euroamerica USA A USD

15.0%

1230 SEB Nordamerikafond USD

15.0%

1232 Franklin US Rising Dividends Hgd Corporate Cl Sr A

Currency exposure is hedged

Currency exposure is hedged

CAD

15.0%

1232 Gutzwiller One USD

15.0%

1234 PARVEST Equity USA Classic Cap USD USD

15.0%

1234 Actinver US SA de CV SIRV B USD

15.0%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.6% 2.9%
2017 19.9% 4.9% 1.4% 7.7% 4.7%
2016 5.5% -4.7% 1.1% 4.3% 5.0%
2015 -6.6% -1.5% 1.1% -11.2% 5.5%
2014 4.2% 1.7% 3.0% 1.4% -1.9%
2013 32.7% 12.3% 5.0% 4.9% 7.4%
2012 15.4% 12.9% -8.4% 8.0% 3.5%
2011 -6.7% 3.8% -0.9% -18.4% 11.1%
2010 11.8% 7.8% -12.9% 6.9% 11.5%
2009 35.6% -12.4% 21.6% 18.4% 7.5%
2008 -39.2% -10.4% -4.0% -10.0% -21.4%
2007 2.3% -3.2% 7.9% 4.1% -6.0%
2006 8.3% 3.9% -3.3% 4.2% 3.5%
2005 9.1% -4.6% 2.0% 9.1% 2.8%
2004 9.4% 2.3% 1.4% -3.7% 9.4%
2003 40.7% -1.7% 18.4% 5.0% 15.2%
2002 -23.8% -0.3% -16.0% -19.5% 13.0%
2001 5.1% 5.7% 12.3% -20.3% 11.2%
2000 -14.5% 19.2% -15.6% 0.8% -15.7%
1999 32.2% 2.3% 20.8% -6.6% 14.6%
1998 33.6% 4.2% 1.1% -3.7% 31.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Switzerland

Fund Info

  • Launch date03/11/1997
  • Share Class size80Mn
  • Base currencyUSD
  • ISIN CH0012453558

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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