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

Ranked 44 out of 90 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).


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.

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Bond Strategies over : 28/02/2017 - 28/02/2018
  • Rank 44/90 Total Return
  • Rank 81/90 Standard Deviation
  • Rank 79/90 Max Drawdown
Fund Name Currency Risk
79 Insight Total Return Bond S Euro Dis EUR


80 Legg Mason WA Macro Opportunities Bd S EUR Acc Hdg

Currency exposure is hedged

Currency exposure is hedged



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


81 Old Mutual Absolute Return Govt Bd A EUR Hdg Acc

Currency exposure is hedged

Currency exposure is hedged



83 Bel Air Product Strategy Dynamic USD C EUR Cap

Currency exposure is hedged

Currency exposure is hedged



Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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


  • 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).