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%

1.3%

1.2%

-0.5%

0.6%

-2.5%

3.9%

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%

Over the full year 2025, the Swiss Anchor Strategy Fund achieved a return of +3.9% in CHF.

Rising equity markets during December allowed the investment level to be increased to approximately 70%, enabling a disproportionate positive participation in market gains during the final two thirds of the month. At the same time, risk exposure was actively managed in the background to mitigate potential major market dislocations.

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 December, a positive return of