Performance

Performance

Since many years we have managed the assets of our clients. Our track record is presentable.

Balanced mandates for private clients in CHF

2008 until 2019 +6.0% per year
2017 +8.2%
2018 -4.0%
2019* +7.0%

Balanced mandates for private clients in EUR

2008 until 2019 +6.0% per year
2017 +8.7%
2018 -2.0%
2019* +10.0%

Mandates for Swiss pension funds

2008 until 2019 +4.0% per year
2017 +8.9%
2018 -5.8%
2019* +6.5%

Swiss equities‘ mandates

2008 until 2019 +9.4% per year
2017 +26.0%
2018 -14.0%
2019* +19.0%

Hedge Funds portfolio mandates

2008 until 2019 +3.6% per year
2017 +5.7%
2018 -0.2%
2019* +4.9%
*bis Ende Mai 2019