Ready Made Strategies

Ready made 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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Income Allocation

Strategy summary
Profile USD - Income
Invested Amount 5'000'000
# of holdings (bonds / Equities / Structured Solutions) 7 / - / -
Weighted Av. Upside Potential (Blue Sky) (%) 5
Performance YTD Strategy (%) 7.3
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)

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)

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)

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)