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Gutzwiller One

Ranked 461 out of 1851 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 : 31/10/2016 - 31/10/2017
  • Rank 461/1851 Total Return
  • Rank 1506/1851 Standard Deviation
  • Rank 1676/1851 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.9% 1.4% 7.7%
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).