Year

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

2023

2025

2026

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%

1.3%

1.2%

1.7%

1.6%

1.6%

-3.5%

-0.1%

1.2%

0.4%

-0.5%

-0.5%

0.6%

-2.5%

3.9%

2.7%

0.6%

-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%

In July, the investment level was increased from approximately 40% to just over 50%. Heightened market volatility prompted several portfolio adjustments aimed at optimizing the risk profile. As a result, despite the higher investment level, downside exposure was reduced while participation in rising markets was enhanced.

The investment strategy is investable via a regulated Swiss fund.

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 Swiss Anchor Strategy focuses on continuously compounding returns and invests into Swiss single stocks and cash. In July, it recorded a negative return of