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Taking advantage from Long-Term Return Opportunities
| Strategy summary | ||||||
| Profile |
Long-Term Return Opportunities |
|||||
| 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 |
|
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| 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)