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Produits taggés avec 'global secular trends'
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 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)
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 |
|
|||||
| 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)
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 |
|
|||||
| 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 |
|||||
| 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)