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„We make investment strategies measurable.“

 

The investment portfolios of our discretionary portfolio management clients are designed to fit the clients’ needs. The most attention is put on the satisfaction of the client with his/her portfolio development.

 

The performance of the most representative portfolios of our clients are as follows (unweighted, after deduction of all related costs and withholding taxes):

Cumulated Performance

Cumulated Performance

Comparison

Comparison as per

January 2020

Benchmark

Equities World (MSCI Free)

YearPeriodCumulated
  Per­for­mance Bench­mark Per­for­mance Bench­mark
2020 January -1.0 -1.1 88.9 14.6
2019 16.6 24.2 72.0 1.4
2018 -9.6 -10.0 45.6 -18.4
2017 13.9 15.2 61.1 -9.3
2016 6.4 6.9 41.5 -21.2
2015 3.6 -2.0 33.0 -26.3
2014 3.2 15 28.4 -24.8
2013 17.3 20.6 24.5 -34.6
2012 13.0 10.8 6.1 -45.8
2011 -13.1 -7.3 -6.1 -51.0
2010 9.9 -1.2 8.0 -47.2
2009 11.6 23.3 -1.7 -46.5
2008 -29.7 -45.5 -11.9 -56.6
2007 20.2 -0.7 25.3 -20.4
2006 15.1 9.5 4.3 -19.8
2005 21.4 24.0 -9.4 -26.8
2004 4.7 3.6 -25.4 -41.0
2003 22.7 17.6 -28.7 -43.0
2002 -25.7 -34.3 -41.9 -51.5
2001 -12.9 -15.6 -21.8 -26.3
2000 -10.2 -12.7 -10.2 -12.7

Performance Data last updated on February 12, 2020

Last Changed November 29, 2018