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Long-Term Secular Trends
Long-Term Secular Trend 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 during period with raising inflation
| Strategy summary | ||||||
| Profile | USD - Balanced | |||||
| Invested Amount | 2'500'000 | |||||
| # of holdings (bonds / Equities / Structured Solutions) | 10 / 5 / 3 | |||||
| Weighted Av. Upside Potential (Blue Sky) | please ask | |||||
| Performance YTD Strategy (%) | 7.78 | |||||
| Performance YTD Benchmark (%) | 4.87 | |||||
| Level of risk |
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| Level of risk vs. Benchmark | Benchmark | |||||
| Add. information | ||||||
E&OE - Data as per June 30, 2019
275,00 (CHF)
Dispersion Strategy
| Strategy summary | ||||||
| Profile | USD - Dispersion Strategy | |||||
| Invested Amount | 5'000'000 | |||||
| # of holdings (bonds / Equities / Structured Solutions) | - / - / 20 | |||||
| Weighted Av. Upside Potential (Blue Sky) (%) | > 30 | |||||
| Performance YTD Strategy (%) | -73.81 | |||||
| Performance YTD Benchmark (%) | 89.72 | |||||
| Level of risk |
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| 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
275,00 (CHF)
Taking advantage from Long-Term Return Opportunities
| Strategy summary | ||||||
| Profile |
Long-Term Return Opportunities |
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| Invested Amount | min > 5'000'000 | |||||
| # of holdings (bonds / Equities / Structured Solutions) | 3 / 20 / 2 | |||||
| Weighted Av. Upside Potential (Blue Sky) (%) | > 20 | |||||
| Performance YTD Strategy (%) |
no strategy at present |
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| Performance YTD Benchmark (%) | ||||||
| Level of risk |
|
|||||
| Level of risk vs. Benchmark | 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
325,00 (CHF)