0%
Loading
Arion's investment strategies build upon the proven approaches of large, well-established Swiss institutional investors. With over a decade of experience working with and within these institutions, we deliver bespoke, holistic solutions — crafted collaboratively through open dialogue to align precisely with each client’s needs.
Products and Downloads
Products and Downloads
Arion's investment strategies build upon the proven approaches of large, well-established Swiss institutional investors. With over a decade of experience working with and within these institutions, we deliver bespoke, holistic solutions — crafted collaboratively through open dialogue to align precisely with each client’s needs.
Products &
Downloads
Downloads
Select product
Income Defensive
Defensive liquid alternative well suited as a core investment to replace cash and bonds
See all product details
See all product details
Systematic performance boost on US technology stocks
Tech
Triple X
Triple X
Swiss Anchor Strategy
Equity strategy to achieve capital growth and protect wealth in real terms.
See all product details
See all product details
Customized asset mandates across different asset classes, regions and currencies.
Investment Mandates
See all product details
Stable, regular and to the capital markets uncorrelated returns
Swiss Real Estate Debt
product
Swiss Anchor Strategy
Equity strategy designed to drive real‑term capital growth while safeguarding wealth against inflation.
product
Description
product
Key Facts
- Suitable for investors who want to achieve capital growth and protect wealth in real terms
- Compounding of absolute returns in a stable fashion
- Equity returns with increased stabilit pattern
- Suggested investment horizon: At least 5 years
The strategy seeks to compound absolute returns repeatedly from equity
investments by significantly reducing large drawdowns usually experienced leading
to a more stable return pattern.
investments by significantly reducing large drawdowns usually experienced leading
to a more stable return pattern.
Product characteristics
Descripion
Product
01.
The strategy seeks to compound absolute returns repeatedly from equity investments by significantly reducing large drawdowns usually experienced leading to a more stable return pattern.
01.
Characteristics
The strategy seeks to compound absolute returns repeatedly from equity investments by significantly reducing large drawdowns usually experienced leading to a more stable return pattern.
01.
Characteristics
02.
- Suitable for investors who want to achieve capital growth and protect wealth in real terms
- Compounding of absolute returns in a stable fashion
- Return expectation of equity returns with increased stability pattern
- Suggested investment horizon: At least 5 years
Key Facts
02.
- Suitable for investors who want to achieve capital growth and protect wealth
- Compounding of absolute returns in a stable fashion
- Equity returns with increased stabilit pattern
- Suggested investment horizon: At least 5 years
Key Facts
Concept
To achieve adequate capital growth and protect wealth in real terms – equity investments are indispensable. However, high volatility and deep drawdowns contradict most investors’ goal of compounding absolute returns in a stable fashion. Creating the preconditions for compounding absolute returns requires unbiased investment craft and a repeatable framework structured to avoid common investment mistakes.
Concept of the Swiss Anchor Strategy
To achieve adequate capital growth and protect wealth in real terms – equity investments are indispensable. However, high volatility and deep drawdowns contradict most investors’ goal of compounding absolute returns in a stable fashion. Creating the preconditions for compounding absolute returns requires unbiased investment craft and a repeatable framework structured to avoid common investment mistakes.
Concept of the Swiss Anchor Strategy
02. Concept
02. Concept
Improved Stability leads to Increasing Returns
Reducing Drawdowns
leads to Increasing Stability
leads to Increasing Stability
Live performance
Click the button to open a window of the action movie from another site or page.
Termsheet
Fund profile
Share Class
ISIN
Valor
Bloomberg Ticker
Smallest tradeable unit
Minimum investment
Launche date
Domicile
Legal Structure
Valuation interval
Manager
Fund management company
NAV
Custodian
Date
Auditor
30.05.2025
Appropriation of profit
CHF 98.69
Q
CH1296021889
129602188
SASFQCH SW
0.001 shares
CHF 500'000
27.03.2024
Switzerland
0.90%
Management Fee
contractual fund
daily
Arion Capital AG
1741 Fund Solutions AG
Bank Julius Bär & Co. AG
Grant Thornton AG
accumulating
04. Table
04. Table
Termsheet
Fund profile
Share Class
ISIN
Valor
Bloomberg Ticker
Smallest tradeable unit
Minimum investment
Launche date
Domicile
Legal Structure
Management Fee
Valuation interval
Manager
NAV
Fund management company
Date
Custodian
30.05.2025
Auditor
CHF 98.69
Appropriation of profit
Q
CH1296021889
129602188
SASFQCH SW
0.001 shares
CHF 500'000
27.03.2024
Switzerland
contractual fund
0.90%
daily
Arion Capital AG
1741 Fund Solutions AG
Bank Julius Bär & Co. AG
Grant Thornton AG
Appropriation of profit
Subscribe to our mailing list
Investments
Company