Market-by-Market

Market-By-Market investment solutions in various currencies for any kind of risk profile. Investment strategies have, by definition, a given level of risk for which an investor is rewarded over time. Investors should bear in mind that investments can go up and down irrespective of market conditions and that he is rewarded according to the level of risk accepted.

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Asset Allocation AMERICAS

Strategy summary
ProfileUSD - Dynamic
Invested Amount2500000
# of holdings (bonds / Equities / Structured Solutions)2 / 16 / 4
Weighted Av. Upside Potential (Blue Sky)21.545
Performance YTD Strategy (%)19.53
Performance YTD Benchmark (%)13.05
Level of risk
Level of risk vs. Benchmarkabove benchmark
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125.00 (CHF)

Asset Allocation ASIA

Strategy summary
Profile USD - Dynamic
Invested Amount 2'500'000
# of holdings (bonds / Equities / Structured Solutions) - / 20 / 3
Weighted Av. Upside Potential (Blue Sky) please ask 
Performance YTD Strategy (%) please ask 
Performance YTD Benchmark (%) 14.5
Level of risk
Level of risk vs. Benchmark above benchmark
Add. information
125.00 (CHF)

Asset Allocation EUROPE

Strategy summary
Profile EUR - Dynamic
Invested Amount 2'500'000
# of holdings (bonds / Equities / Structured Solutions) 2 / 15 / 3
Weighted Av. Upside Potential (Blue Sky) 10.35 
Performance YTD Strategy (%) 18.30
Performance YTD Benchmark (%) 3.86
Level of risk
Level of risk vs. Benchmark Benchmark
Add. information

E&OE - Data as per June 30, 2019

125.00 (CHF)

Asset Allocation GLOBAL

Strategy summary
Profile USD - Global
Invested Amount 2'500'000
# of holdings (bonds / Equities / Structured Solutions) 2 / 15 / 3
Weighted Av. Upside Potential (Blue Sky) 15.35 
Performance YTD Strategy (%) 17.94
Performance YTD Benchmark (%) 7.18
Level of risk
Level of risk vs. Benchmark Benchmark
Add. information

Weighted estimates are based on broker input – realization of such is subject to market conditions.

E&OE - Data as per June 30, 2019

175.00 (CHF)

Asset Allocation LATAM

Strategy summary
Profile USD - LATAM
Invested Amount 2'500'000
# of holdings (bonds / Equities / Structured Solutions) 2 / 15 / 3
Weighted Av. Upside Potential (Blue Sky) -
Performance YTD Strategy (%) -
Performance YTD Benchmark (%) -
Level of risk
Level of risk vs. Benchmark Benchmark
Add. information

Weighted estimates are based on broker input – realization of such is subject to market conditions.

E&OE - Data as per June 30, 2019

125.00 (CHF)