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%

-0.5%

0.6%

-2.5%

3.9%

2.7%

3.2%

-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%

The investment level was slightly increased in February. However, the sale of several positions limited the overall rise in exposure. The largely unchanged investment level reflects the continued uncertainty in the market environment. At the same time, sell limits for many positions were raised in a rule-based manner, reducing risk and improving portfolio stability. Through the combination of careful stock selection and dynamic exposure management, returns continued to accumulate while overall portfolio risk declined.

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 February, a positive return of