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CV Strategiefonds.
A Swiss‑domiciled, accumulating strategy fund in the defensive mixed‑ fund category. Managed independently of any benchmark by the partnership.
CV Strategiefonds
A collective investment scheme domiciled under Swiss law. The fund is an accumulation vehicle (Thesaurierungsfonds): income is reinvested rather than distributed. It sits in the Defensive Mixed Funds category and is managed without reference to a benchmark — judged on outcomes, not on tracking.
Performance — track record.
Figures refer to past performance.Past performance is not an indication of future results.
Highest possible Lipper Leaders score. Rating confirmed in 2018, and again with ongoing top‑rating reported in January 2019.
Cumulative three‑year return, CHF share class.
Highest three‑year return over the period among approximately 280 peer funds distributed in Switzerland in the same category.
Questions on the fund?
For factsheets, subscription information or a conversation with the portfolio manager, write to us at welcome@chartvalor.ch or call the main line below.
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Chartvalor AG
Tessinerplatz 7, CH‑8002 Zürich‑Enge