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Credit Suisse Nova (Lux) Mixed Pfolio Prem I 1 B

Ranked 7 out of 94 in - Flexible USD over 12 months
All calculations are in EUR unless stated

Managed by

Daniel Brem

Daniel Brem, director, works as a senior portfolio manager in the Total Return department at Credit Suisse. He has 20 years' experience in applying modern quantitative approaches to international portfolio management. He joined Credit Suisse in 2005 from Swiss Life Asset Management, where he managed the multi-billion Swiss franc European equity portfolio. Prior to that, he worked for UBS Asset Management, where he was responsible for several public equity funds. He has a bachelor of science in finance (cum laude) and an MBA with a concentration in investment management from Golden Gate University, San Francisco, California. He has been a CFA charterholder since 1992.

Objective

The investment objective is to achieve the highest possible overall performance, consisting of current income, price gains and currency gains (in terms of the reference currency) by taking advantage of the possibilities for international diversification in the equities, fixed income and alternative investment universe. A maximum of 40%of the Subfund's net assets shall be invested in alternative asset classes, such as real estate, commodities, private equity and hedge funds.

Showing fund performance in Luxembourg View performance globally

Performance

Flexible USD over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4% 5.6%
2017 7.5% 4.4% -1.4% 1.1% 3.3%
2016 8.3% -5.0% 3.7% 3.1% 6.7%
2015 10.2% 15.0% -3.6% -6.1% 5.8%
2014 17.5% 0.9% 3.9% 6.5% 5.2%
2013 11.0% 7.2% -0.7% 1.2% 3.0%
2012 8.1% 4.2% 1.9% 2.8% -1.1%
2011 -3.8% -2.8% -1.3% -5.5% 6.1%
2010 16.1% 7.8% 2.8% -2.2% 7.1%
2009 14.0% 1.8% 1.9% 4.4% 5.2%
2008 -0.8% 3.5% -6.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg

Fund Info

  • Launch date30/01/2008
  • Share Class size113Mn
  • Base currencyUSD
  • ISIN LU0337021249

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management0.56%
  • Initial investment0.56%

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