Anchor Strategy
Swiss
2023
2024
2025
106
105
104
103
102
101
101
100
99
98
104.5
Anchor Strategy
Swiss
2023
2024
2025
106
105
104
103
102
101
100
99
98
104.5
Anchor Strategy
Swiss
2023
2024
2025
106
105
104
103
102
101
100
99
98
104.5
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%
2.3%
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
+1.2%
Return current month
+2.3%
Return YTD
Comment current month
+1.2%
Return current month
+2.3%
Return YTD
Comment current month
+1.2%
Return current month
+2.3%
Return YTD
In November, the investment level remained at around 60%. The systematic strategy allowed the sell limits for more than 70% of the positions to be raised above their respective purchase prices, thereby enhancing both upside participation and risk management.
+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
1.7%
1.0%
n/a
53.1%
The Swiss Anchor Strategy focuses on continuously compounding returns and invests into Swiss single stocks and cash. In November, a positive return of