Fundperformance YTD
CIR
-22.1%
MM
142.61
-16.6%
CAF
-15.8%
CEF
-17.0%
BS
-19.9%
More Information: > Quotes and performance
Our target is to outperform long-only equity markets over a whole market cycle at a lower volatility. This is achieved by securing assets in bear markets while benefiting from bull markets. The Fund, a SRI (Socially responsible investing) fund of funds, aims to achieve a constant growth rate and to keep risk at a reasonable level. The fund invests in a very broad range of managers with a focus on Asian sustainable long-only and long-short funds. The fund diversifies across 10-15 talented managers. Depending on the market situation the composition of the fund varies.
The fund has been licensed for public distribution by the Swiss Financial Market Supervisory Authority FINMA.
Strategy: Combination of long-short equity funds
Diversification: 10-15 target funds, Asia Pacific incl. Japan
Benchmark: MSCI Asia Pacific Index (incl. Japan), in USD
Suitability: for long-term investors
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