RSS

Nouveautés

Dynamic Asset Allocation

Strategy summary
Profile USD - Dynamic
Invested Amount 5'000'000
# of holdings (bonds / Equities / Structured Solutions) 3 / 20 / 2
Weighted Av. Upside Potential (Blue Sky) (%) 21.55
Performance YTD Strategy (%) 19.53
Performance YTD Benchmark (%) 13.05
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

225,00 (CHF)

Conservative Allocation

Strategy summary
Profile USD - Conservative
Invested Amount 5'000'000
# of holdings (bonds / Equities / Structured Solutions) 2 / 15 / 3
Weighted Av. Upside Potential (Blue Sky) 6.60
Performance YTD Strategy (%) 7.34
Performance YTD Benchmark (%) 4.87
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

150,00 (CHF)

Balanced Allocation

Strategy summary
Profile USD - Balanced
Invested Amount 5'000'000
# of holdings (bonds / Equities / Structured Solutions) 2 / 15 / 3
Weighted Av. Upside Potential (Blue Sky) 14.25
Performance YTD Strategy (%) 12.55
Performance YTD Benchmark (%) 7.84
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

200,00 (CHF)

Conviction Call Allocation

Strategy summary
Profile USD - Conviction Call
Invested Amount 5'000'000
# of holdings (bonds / Equities / Structured Solutions) 3 / - / 3
Weighted Av. Upside Potential (Blue Sky) (%) > 30
Performance YTD Strategy (%) 11.95
Performance YTD Benchmark (%) 9.68
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

200,00 (CHF)