Performance
Since many years we have managed the assets of our clients. Our track record is presentable.
Balanced mandates in CHF *
| 2022 | -8.4% |
| 2021 | +10.5% |
| 2020 | +6.0% |
| 2019 | +13.0% |
| 2018 | -4.0% |
| 2017 | +8.2% |
| 2008 bis 2022 (Ø) | +5.4% per year |
Balanced mandates in EUR *
| 2022 | -8.7% |
| 2021 | +12.5% |
| 2020 | +6.5% |
| 2019 | +17.0% |
| 2018 | -2.0% |
| 2017 | +8.7% |
| 2008 bis 2022 (Ø) | +5.5% per year |
* The net returns stated for the mandates are average figures. The balanced client portfolios may differ in terms of their asset allocation (e.g. alternative investments, foreign currencies, etc.) and their performance may deviate from the average to a greater or lesser extent as we take specific client requests into account.