Swiss Fund Data News

Annual Report 2024

SFD has completed another successful year and expanded its offering with new fund promoters.

The Web traffic further increased showing our strong position as the leading B2C fund platform in Switzerland.

We are also pleased to announce that our fees remain unchanged.

In addition, the SIX Group acquired the majority stake from Asset Management Association Switzerland in January 2025 and now holds 100% of SFD.

For further information please consult our Annual Report (only available in German) .

Assets in bn. CHF, May 2025

Top Performers by Fund Category

Fund Name Perf.  Perf. (CHF)  MyFunds
UBAM - Global High Yield Solution IHC
LU1724490187
Q
+35.63% +28.94%
LO Funds - Convertible Bond Asia (CHF) S A
LU0394780133
+12.49% +12.49%
LO Funds - Convertible Bond Asia (EUR) I A
LU0394780489
+13.29% +12.24%
UBAM - EM Responsible Local Bond UHC
LU2461436847
+9.60% +12.01%
Emerging Local Currency Debt HZ-CHF
LU0643830432
Q
+11.82% +11.82%
GAM Star Global Rates EUR Inst Acc
IE00B59P9M57
+12.66% +11.62%
BASE Investments SICAV - Bonds Value EUR - I
LU1589743472
Q
+12.75% +11.56%
Redwheel Asia Convertibles Fund B CHF HDG
LU1234945555
Q
+11.49% +11.49%
UBS (Lux) Bond SICAV - Emerging Economies Local Currency Bond (USD) (EUR hedged) Q-dist
LU2064627107
+11.83% +10.79%
CT (Lux) Global Convertible Bond I CHF Acc Hdg
LU0841767378
+10.73% +10.73%
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Q
Fund for qualified investors
E
The fund is an ETF / The fund is an ETSF
S
The fund is a Sponsored Fund

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14.07.2025 - Other legal notices (concern also modifications of regulations and...

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14.07.2025 - Other legal notices (concern also modifications of regulations and...

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