Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Pictet-Ethos CH - Swiss Sustainable Equities-P dy

Ranked 92 out of 139 in - Switzerland over 12 months
All calculations are in CHF unless stated

Managed by

Laurent Nguyen

Objective

The fund's objective is to invest in shares of companies in the Swiss Performance Index by identifying sector leaders that put sustainability into practice. The management team uses an innovative investment process and applies a quantitative approach to portfolio construction. The voting rights of shareholders are exercised in accordance with the Ethos voting guidelines.

Performance

Switzerland over : 30/11/2016 - 30/11/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.2% 5.4% 2.6%
2016 -1.7% -6.8% 7.1% 0.6% -2.0%
2015 2.8% 4.1% -4.8% -0.7% 4.4%
2014 17.0% 5.6% 3.7% 3.6% 3.2%
2013 23.6% 15.1% -1.0% 4.3% 4.0%
2012 16.8% 6.3% 0.0% 5.8% 3.9%
2011 -9.9% -1.4% -2.0% -12.5% 6.5%
2010 2.6% 6.5% -9.0% 3.0% 2.9%
2009 21.4% -9.9% 11.6% 17.7% 2.5%
2008 -36.6% -16.0% -2.3% -4.5% -19.1%
2007 -0.7% 5.4% 3.3% -4.0% -5.0%
2006 22.1% 7.1% -2.5% 9.9% 6.4%
2005 33.6% 5.2% 5.9% 11.5% 7.6%
2004 6.1% 2.7% 2.1% -2.7% 3.9%
2003 23.3% -9.8% 18.4% 5.2% 9.7%
2002 -25.8% 3.7% -8.5% -18.7% -3.8%
2001 -23.5% -11.5% -0.9% -17.3% 5.4%
2000 6.5% -0.3% 2.8% -1.2% 5.3%
1999 10.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Switzerland

Fund Info

  • Launch date07/09/1999
  • Share Class size41Mn
  • Base currencyCHF
  • ISIN CH0008897636

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.80%

Related News

Robeco loses ESG expert to Swiss sustainable pension fund group

Matthias Narr will be overseeing the Ethos Engagement Pool International, which was launched by Swiss pension funds and Ethos a few months ago.

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