Anchor Strategy
Swiss
2023
2024
2025
106
105
104
103
102
101
101
100
99
98
101,9
Anchor Strategy
Swiss
2023
2024
2025
106
105
104
103
102
101
100
99
98
101,9
Anchor Strategy
Swiss
2023
2024
2025
106
105
104
103
102
101
100
99
98
101,9
Year
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
2023
2025
2024
Monthly performance
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Nov
Dec
Oct
Year
2023
2024
Performance record
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Nov
Dec
Oct
Year
2023
2024
YTD
YTD
YTD
2.0%
-0.3%
-1.0%
-1.1%
0.4%
-1.2%
1.9%
-0.5%
-0.5%
0.6%
-2.5%
-0.3%
2.7%
-0.5%
-0.4%
0.4%
0.6%
-1.5%
0.8%
0.2%
2.2%
-1.3%
0.8%
-0.4%
2.2%
0.1%
1.8%
0.2%
0.9%
-1.1%
-0.3%
-0.3%
-0.5%
Comment current month
-0.5%
Return current month
-0.3%
Return YTD
Comment current month
-0.5%
Return current month
-0.3%
Return YTD
Comment current month
-0.5%
Return current month
-0.3%
Return YTD
This corresponds to an outperformance of +0.5% compared to the Swiss stock market (SPI).
At the beginning of September, the investment level was reduced from around 70% to about 60%, driven by the comparable weak and volatile Swiss equity market. As the portfolio matures, existing positions build profit buffers, lowering risk and increasing stability. These positions enable the portfolio to benefit more strongly from future market upswings.
At the beginning of September, the investment level was reduced from around 70% to about 60%, driven by the comparable weak and volatile Swiss equity market. As the portfolio matures, existing positions build profit buffers, lowering risk and increasing stability. These positions enable the portfolio to benefit more strongly from future market upswings.
-0.5%
resulted.
Return p.a.
Volatility p.a.
Sharpe Ratio
Share of positive months
All key figures are annualized. Volatility is measured in standard deviation.
The performance before 27 March 2024 is based on the return of special assets pool that has been transformed in the fund at hand
The performance before 27 March 2024 is based on the return of special assets pool that has been transformed in the fund at hand
0.7%
1.0%
n/a
50.0%
The Swiss Anchor Strategy focuses on continuously compounding returns and invests into Swiss single stocks and cash. In September, a negative return of