Strategy portfolio 50 CHF

Sustainable profit with strategy portfolios

Strategy Portfolio Asset Management 50 - Reference currency CHF

Active management strategy with strategic sizes of 50% equities and 50% bonds. Individual investments worldwide in bonds and equities of large and medium-sized companies and issuers that meet our strict ethical criteria. The bonds in the portfolio are characterized by good creditworthiness (investment grade). Derivatives are not used.

Investment classes

as at

31.12.2025

Ethics ratings

as at

31.12.2025

Portfolio development

Investment Performance vs Benchmark Index*

as at

31.12.2025
* 50% world equities (CHF), 50% CHF bonds

Disclaimer:
Past performance is not a reliable indicator of future performance. The value of this investment and the income from it may fluctuate. The investor may not get back the capital invested. All key return and risk figures before costs and taxes; generally reduction of the result by the all-in fee (transaction, custody and administration costs) on the assets under management.

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Ethics Research