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 the strict ethical criteria we set. Die Anleihen im Portfolio zeichnen sich durch eine gute Kreditwürdigkeit (Investment Grade) aus. Derivatives are not used.
Investment classes
as at 30 April 2025
Ethics ratings
as at 30.04.2025
Portfolio development
Anlageperformance vs Vergleichsindex*
per 30.04.2025
| Portfolio | Vergleichsindex | |
|---|---|---|
| YTD | 0,5% | -3,1% |
| 2024 | 9,4% | 16,0% |
| 2023 | 6,6% | 9,9% |
| 2022 | -14,7% | -14,1% |
| 2021 | 8,7% | 9,5% |
| Portfolio | Vergleichsindex | |
|---|---|---|
| 04.2024 – 04.2025 | 5,3% | 4,9% |
| 04.2023 – 04.2024 | 5,3% | 12,1% |
| 04.2022 – 04.2023 | -1,7% | -2,2% |
| 04.2021 – 04.2022 | -4,4% | -4,2% |
| 04.2020 – 04.2021 | 18,9% | 17,7% |
* 50% Equities World, 50% Bonds CHF
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 his invested capital. All return and risk figures before costs and taxes; as a rule, the result is reduced by all-in fees (transaction, custody, administration costs).
