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Market-by-Market
Market-By-Market 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.
Asset Allocation AMERICAS
| Strategy summary | ||||||
| Profile | USD - Dynamic | |||||
| Invested Amount | 2500000 | |||||
| # of holdings (bonds / Equities / Structured Solutions) | 2 / 16 / 4 | |||||
| Weighted Av. Upside Potential (Blue Sky) | 21.545 | |||||
| Performance YTD Strategy (%) | 19.53 | |||||
| Performance YTD Benchmark (%) | 13.05 | |||||
| Level of risk | ||||||
| Level of risk vs. Benchmark | above benchmark | |||||
| Add. Information | ||||||
125,00 (CHF)
Asset Allocation ASIA
| Strategy summary | ||||||
| Profile | USD - Dynamic | |||||
| Invested Amount | 2'500'000 | |||||
| # of holdings (bonds / Equities / Structured Solutions) | - / 20 / 3 | |||||
| Weighted Av. Upside Potential (Blue Sky) | please ask | |||||
| Performance YTD Strategy (%) | please ask | |||||
| Performance YTD Benchmark (%) | 14.5 | |||||
| Level of risk |
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| Level of risk vs. Benchmark | above benchmark | |||||
| Add. information | ||||||
125,00 (CHF)
Asset Allocation EUROPE
| Strategy summary | ||||||
| Profile | EUR - Dynamic | |||||
| Invested Amount | 2'500'000 | |||||
| # of holdings (bonds / Equities / Structured Solutions) | 2 / 15 / 3 | |||||
| Weighted Av. Upside Potential (Blue Sky) | 10.35 | |||||
| Performance YTD Strategy (%) | 18.30 | |||||
| Performance YTD Benchmark (%) | 3.86 | |||||
| Level of risk |
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| Level of risk vs. Benchmark | Benchmark | |||||
| Add. information | ||||||
E&OE - Data as per June 30, 2019
125,00 (CHF)
Asset Allocation GLOBAL
| Strategy summary | ||||||
| Profile | USD - Global | |||||
| Invested Amount | 2'500'000 | |||||
| # of holdings (bonds / Equities / Structured Solutions) | 2 / 15 / 3 | |||||
| Weighted Av. Upside Potential (Blue Sky) | 15.35 | |||||
| Performance YTD Strategy (%) | 17.94 | |||||
| Performance YTD Benchmark (%) | 7.18 | |||||
| Level of risk |
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| 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
175,00 (CHF)
Asset Allocation LATAM
| Strategy summary | ||||||
| Profile | USD - LATAM | |||||
| Invested Amount | 2'500'000 | |||||
| # of holdings (bonds / Equities / Structured Solutions) | 2 / 15 / 3 | |||||
| Weighted Av. Upside Potential (Blue Sky) | - | |||||
| Performance YTD Strategy (%) | - | |||||
| Performance YTD Benchmark (%) | - | |||||
| 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
125,00 (CHF)