Performance & Risk Metrics

Diversifying your assets across jurisdictions, investment classes, and currencies is key to successfully realize your investment objective. Our tailored approach considers your risk profile to achieve an optimal risk-return ratio.

Unlike traditional institutions, we prioritize collaboration to create a balanced portfolio that aligns with your goals, free from internal policy constraints.

Total Return

3Y Annual return

7.60%

5Y Annual return

6.20%

8Y Annual return

6.90%

14.30%
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
*The data provided consistently maintained and kept up tp date to ensure its relevance and reliability.

Asset Allocation

No Data Found

Cash And Bonds

Further Bonds
0%
Cash
0%
High Yield
0%
Investment Grade
0%
Investment Grade
0%

Equity

Global/Themes
0%
North America
0%
Eurpe
0%
Japan
0%
Asia/Pacific
0%

Alternative Investments

Hedge Funds
0%
Various
0%
Structured Products
0%

No Data Found

Cash And Bonds

Further Bonds
0%
Cash
0%
High Yield
0%
Investment Grade
0%
Investment Grade
0%

Equity

Global/Themes
0%
North America
0%
Eurpe
0%
Japan
0%
Asia/Pacific
0%

Alternative Investments

Hedge Funds
0%
Various
0%
Structured Products
0%

No Data Found

Cash And Bonds

Further Bonds
0%
Cash
0%
High Yield
0%
Investment Grade
0%
Investment Grade
0%

Equity

Global/Themes
0%
North America
0%
Eurpe
0%
Japan
0%
Asia/Pacific
0%

Alternative Investments

Hedge Funds
0%
Various
0%
Structured Products
0%