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Synchrony (LU) Balanced (EUR) A

Ranked 128 out of 393 in - Balanced EUR over 12 months
All calculations are in EUR unless stated

Managed by

Didier Theytaz

Objective

The sub-fund’s investment objective is to invest in accordance with the investment policy formulated by Banque Cantonale de Genève for a balanced risk profile, with the euro as reference currency. This sub-fund is geared towards investors keen to achieve a balance between generating income and achieving capital gains, with an average degree of volatility.

Showing fund performance in Luxembourg View performance globally

Performance

Balanced EUR over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5% 1.9% 1.2%
2017 2.9% 2.1% -0.6% 0.4% 1.0%
2016 1.9% -2.9% -0.5% 2.7% 2.7%
2015 1.4% 6.3% -1.4% -6.2% 3.3%
2014 4.4% 0.9% 1.1% 0.6% 1.8%
2013 8.0% 3.5% -0.7% 2.9% 2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Spain
  4. Switzerland

Fund Info

  • Launch date15/11/2012
  • Share Class size13Mn
  • Base currencyEUR
  • ISIN LU0851564038

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Initial investment1.30%

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