„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
Comparison
Comparison as per
October 2023
Benchmark
Equities World (MSCI Free)
| Year | Period | Cumulated | ||
| Performance | Benchmark | Performance | Benchmark | |
| 2023 October | 4.8 | 10.3 | 111.1 | 17.6 |
| 2022 | -19.1 | -18.2 | 101.5 | 6.6 |
| 2021 | 20.9 | 23.8 | 149.1 | 30.3 |
| 2020 | 14.0 | 4.1 | 106 | 5.3 |
| 2019 | 18.3 | 23.8 | 80.7 | 1.1 |
| 2018 | -6.7 | -10.0 | 52.7 | -18.4 |
| 2017 | 14.6 | 15.2 | 63.6 | -9.3 |
| 2016 | 5.9 | 6.9 | 42.8 | -21.2 |
| 2015 | 5.0 | -2.0 | 34.8 | -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 | -51.1 |
| 2010 | 9.9 | -1.2 | 8.0 | -47.2 |
| 2009 | 11.6 | 23.3 | -1.7 | -46.5 |
| 2008 | -29.7 | -45.6 | -11.9 | -56.7 |
| 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 | -51.6 |
| 2001 | -12.9 | -15.6 | -21.8 | -26.3 |
| 2000 | -10.2 | -12.7 | -10.2 | -12.7 |
Performance Data last updated on November 9, 2023