Our Core Strategies

Core 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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ECLN

Strategy summary
Profile USD - ECLN
Invested Amount 5'000'000
# of holdings (bonds / Equities / Structured Solutions) 1 / - / 3
Weighted Av. Upside Potential (Blue Sky) (%) >30
Performance YTD Strategy (%) 11.94
Performance YTD Benchmark (%) 9.98
Level of risk
Level of risk vs. Benchmark Benchmark
Add. information Part of a key call

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)

High Yield Income Strategy

Strategy summary
Profile USD - Credit Europe
Invested Amount 5'000'000
# of holdings (bonds / Equities / Structured Solutions) 25 / - / -
Weighted Av. Upside Potential (Blue Sky) (%) > 10
Performance YTD Strategy (%) launched 02/19
Performance YTD Benchmark (%) -
Level of risk
Level of risk vs. Benchmark Benchmark
Add. information ISIN: CH0454929594

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)

Market Dislocation

Strategy summary
Profile USD - Market Dislocation
Invested Amount 5'000'000
# of holdings (bonds / Equities / Structured Solutions) - / 7 / -
Weighted Av. Upside Potential (Blue Sky) (%) >20
Performance YTD Strategy (%) n/a
Performance YTD Benchmark (%) n/a
Level of risk
Level of risk vs. Benchmark Benchmark
Add. information contact us for the deal

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

E&OE - Data as per June 30, 2019

Call for pricing

Tailor Made Strategy

Strategy summary
Profile

USD / EUR / CHF / GBP

- any Risk Profile

Invested Amount min > 5'000'000
# of holdings (bonds / Equities / Structured Solutions) 5 / 25 / 5
Weighted Av. Upside Potential (Blue Sky) (%)
Performance YTD Strategy (%)
Performance YTD Benchmark (%)
Level of risk
Level of risk vs. Benchmark below 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

Call for pricing

Economy 4.0

Strategy summary
Profile USD - Economy 4.0
Invested Amount 5'000'000
# of holdings (bonds / Equities / Structured Solutions) - / 40 / -
Weighted Av. Upside Potential (Blue Sky) (%) >30
Performance YTD Strategy (%) 20.67
Performance YTD Benchmark (%) 11.03
Level of risk
Level of risk vs. Benchmark Benchmark
Add. information ISIN: CH0332265674

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)

Passive / Bonus Strategy

Strategy summary
Profile USD - Passive/Bonus
Invested Amount 5'000'000
# of holdings (bonds / Equities / Structured Solutions) - / 1 / -
Weighted Av. Upside Potential (Blue Sky) (%) Target return of 12 %
Performance YTD Strategy (%) 12.18
Performance YTD Benchmark (%) 4.05
Level of risk
Level of risk vs. Benchmark below 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

11.00 (CHF) 0.00 (CHF)