Anchor Strategy
Swiss
2023
2024
2025
106
105
104
103
102
101
101
100
99
98
100,95
Anchor Strategy
Swiss
2023
2024
2025
106
105
104
103
102
101
100
99
98
100,95
Anchor Strategy
Swiss
2023
2024
2025
106
105
104
103
102
101
100
99
98
100,95
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%
0.6%
-2.5%
-1.2%
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
-1.2%
Return current month
-1.2%
Return YTD
Comment current month
-1.2%
Return current month
-1.2%
Return YTD
Comment current month
-1.2%
Return current month
-1.2%
Return YTD
The investment level started at around 70% at the beginning of June, was temporarily increased to 90%, and ended the month slightly above 60%. The downward adjustment was triggered by market reactions to the Israeli Iranian conflict. At the same time, the positions remaining in the portfolio were able to build profit buffers. This means that if the Swiss equity market continues to rise, strong participation is possible even with the current investment level.
Stock prices, predefined absolute risk parameters and strongly synchronized bottom-up as well as top-down processes build the foundation of the investment approach. The daily qualitative validation of single positions as well as the overall portfolio enhances stability as well as repeatability. The strategy is investable via a regulated Swiss fund with daily liquidity.
Stock prices, predefined absolute risk parameters and strongly synchronized bottom-up as well as top-down processes build the foundation of the investment approach. The daily qualitative validation of single positions as well as the overall portfolio enhances stability as well as repeatability. The strategy is investable via a regulated Swiss fund with daily liquidity.
-1.2%
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
0.42%
0.01%
n/a
51.9%
The Swiss Anchor Strategy focuses on continuously compounding returns and invests into Swiss single stocks and cash. In June, a negative return of
This corresponds to an outperformance of 1.3% compared to a conventional Swiss equity investment (Swiss Market Index SMI).