Long-Term Secular Trends

Long-Term Secular Trend 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 during period with raising inflation

Strategy summary
Profile USD - Balanced
Invested Amount 2'500'000
# of holdings (bonds / Equities / Structured Solutions) 10 / 5 / 3
Weighted Av. Upside Potential (Blue Sky) please ask 
Performance YTD Strategy (%) 7.78
Performance YTD Benchmark (%) 4.87
Level of risk
Level of risk vs. Benchmark Benchmark
Add. information

E&OE - Data as per June 30, 2019

275,00 (CHF)

Dispersion Strategy

Strategy summary
Profile USD - Dispersion Strategy
Invested Amount 5'000'000
# of holdings (bonds / Equities / Structured Solutions) - / - / 20
Weighted Av. Upside Potential (Blue Sky) (%) > 30
Performance YTD Strategy (%) -73.81
Performance YTD Benchmark (%) 89.72
Level of risk
Level of risk vs. Benchmark Benchmark
Add. information Purpose of Product: Hedging

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

E&OE - Data as per June 30, 2019

275,00 (CHF)

IIoT Strategy

Strategy summary
Profile USD - IIoT
Invested Amount 5'000'000
# of holdings (bonds / Equities / Structured Solutions) - / 25 / -
Weighted Av. Upside Potential (Blue Sky) (%) > 30
Performance YTD Strategy (%) 20.67
Performance YTD Benchmark (%) 11.80
Level of risk
Level of risk vs. Benchmark above 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

325,00 (CHF)

Strategy Changing Consumer Pattern

Strategy summary
Profile

Strategic Call

Invested Amount min > 5'000'000
# of holdings (bonds / Equities / Structured Solutions) - / 3-5 / -
Weighted Av. Upside Potential (Blue Sky) (%) > 20
Performance YTD Strategy (%)

no strategy at present

Performance YTD Benchmark (%)
Level of risk
Level of risk vs. Benchmark Benchmark
Add. information please call for quote

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

E&OE - Data as per June 30, 2019

325,00 (CHF)

Taking advantage from Long-Term Return Opportunities

Strategy summary
Profile

Long-Term Return Opportunities

Invested Amount min > 5'000'000
# of holdings (bonds / Equities / Structured Solutions) 3 / 20 / 2
Weighted Av. Upside Potential (Blue Sky) (%) > 20
Performance YTD Strategy (%)

no strategy at present

Performance YTD Benchmark (%)
Level of risk
Level of risk vs. Benchmark Benchmark
Add. information please call for quote

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

E&OE - Data as per June 30, 2019

325,00 (CHF)