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SFR Global Wealth Fund

SWFINRE:LE
141.10
CHF
As of 12/6/2017
Fund Type
Open-End Fund
52Wk Range
127.65 - 143.21
1 Yr Return
10.95%
YTD Return
10.54%
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52Wk Range
127.65 - 143.21
1 Yr Return
11.85%
YTD Return
10.54%
Fund Type
Open-End Fund
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 12/06/2017)
141.1
Total Assets (m CHF) (on 12/06/2017)
15.496
Inception Date
10/01/2008
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
-
Front Load Fee
-
Back Load Fee
-
Redemption Fee
-
12b-1 Fee
-
Current Mgmt Fee
-
Expense Ratio
2.25%

Top Fund Holdings

Name Position Value % of Fund
200.00 k 892.86 k 5.52
20.00 k 838.24 k 5.18
10.00 k 824.00 k 5.09
5.00 k 757.50 k 4.68
2.00 k 679.51 k 4.20
25.00 k 676.93 k 4.18
4.00 k 644.53 k 3.98
2.00 k 594.88 k 3.68
30.00 k 565.44 k 3.49
10.00 k 550.38 k 3.40
Profile
SFR Global Wealth Fund is an open-end UCITS fund incorporated in Liechtenstein. The objective of the fund is to achieve medium to long term value gain through investments made on the principle of diversification of risk. The Fund invests globally in a mix of assets such as stocks, bonds, and money market instruments.
Address
IFM Independent Fund Management AG
Austrasse 9
Postfach 1121
LI 9490 Vaduz
Liechtenstein
Phone
423 235 04 50 TEL
Website
www.ifm.li