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Swiss Life Funds (LUX) Multi Asset Dynamic (EUR) R

Ranked 7 out of 93 in - Bond Strategies over 12 months
All calculations are in EUR unless stated

Managed by

Peter Kucharski

Peter Kucharski was born in Bytom Poland. He studied Macroeconomics at Duisburg University and graduated in 1998. He has been managing funds for just under a decade after joining Feri Institutional Advisors in 2000. He runs a number of funds, the largest being the Spangler Trust in the Best Fund.

Michael Winker

Michael Winker is director of portfolio management at Feri Trust. With his focus on strategic asset allocation and tactical overlay, he manages funds of funds with the help of quantitative and qualitative fund and capital market analysis using ETPs/ETFs in particular. Previously, Michael worked at AMB Generali Asset Managers in the area of fund of fund management for four years. He started his career in 1998 studying Banking at the Berufsakademie Sachsen (University of Cooperative Education) and working at Sächsische AufbauBank as well as at Ostsächsische Sparkasse, simultaneously. In 2006, he acquired the title of Chartered Financial Analysts (CFA).

Objective

The objective of the investment policy is to achieve sound and attractive capital appreciation from the Euro perspective within the framework of a longer-term strategy. The fund is particularly suitable for growth oriented investors with earnings expectations above the usual market levels. An investment horizon of at least 8/10 years is recommended.

Showing fund performance in Denmark View performance globally

Performance

Bond Strategies over : 31/05/2017 - 31/05/2018
  • Rank 7/93 Total Return
  • Rank 89/93 Standard Deviation
  • Rank 81/93 Max Drawdown
Fund Name Currency Return
5 Alegra Credit Fund -EUR- EUR

5.3%

6 XAIA Credit Curve Carry (I) EUR EUR

2.5%

7 Swiss Life Funds (LUX) Multi Asset Dynamic (EUR) R EUR

2.3%

8 CPR Credixx Active US High Yield - P (C) EUR

2.1%

9 Amundi 24 M E (C)

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1%

Fund Name Currency Risk
87 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

5.7

88 Rivoli Long/Short Bond Fund P EUR

6.3

89 Swiss Life Funds (LUX) Multi Asset Dynamic (EUR) R EUR

6.4

90 Schroder GAIA Cat Bond EUR Hedged F Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

6.7

91 Hermes Multi Strategy Credit F EUR Acc EUR

6.9

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4%
2017 3.6% 2.4% -1.7% 0.8% 2.2%
2016 1.0% -5.0% 0.4% 2.3% 3.6%
2015 2.6% 9.0% -2.4% -6.7% 3.3%
2014 4.3% -0.1% 2.6% 0.2% 1.5%
2013 -2.2% 2.1% 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Luxembourg
  3. Switzerland

Fund Info

  • Launch date10/01/2013
  • Share Class size16Mn
  • Base currencyEUR
  • ISIN LU0872064596

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.30%
  • Initial investment0

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