Anchor Strategy
Swiss
2023
2024
2025
2026
110
112
108
106
104
102
100
98
107
Anchor Strategy
Swiss
2023
2024
2025
2026
107
110
112
108
106
104
102
100
98
Anchor Strategy
Swiss
2023
2024
2025
2026
107
110
112
108
106
104
102
100
98
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%
-0.5%
0.6%
-2.5%
3.9%
2.7%
0.8%
-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
+0.8%
Return YTD
Comment current month
+1.2%
Return current month
+0.8%
Return YTD
Comment current month
+1.2%
Return current month
+0.8%
Return YTD


Despite ongoing uncertainties, the investment level was increased slightly in May. The constructive market environment allowed for greater participation in market gains, while risk exposures continued to be reduced selectively. As a result, the portfolio's long-term compounding potential continues to strengthen steadily over time.

The investment strategy is investable via a regulated Swiss fund.
+1.2%
in CHF.
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
2.2%
1.0%
n/a
55.3%
The Swiss Anchor Strategy focuses on continuously compounding returns and invests into Swiss single stocks and cash. In May, it recorded a positive return of