/ Swiss Rigor
Performance YTD
Audited historical returns
+14.2%
Deploy your capital within rigorously structured portfolios. Our consolidated performance reflects discretionary management focused on absolute capital preservation and long-term growth.
This consolidated net return for the current year demonstrates the resilience of our asset allocation in the face of market volatility.
Historical yields
Each figure represents the net performance of our combined asset allocations, combining income-producing real estate and discretionary equity portfolios.
First Quarter (Q1)
Second Quarter (Q2)
Third Quarter (Q3)
Fourth Quarter (Q4)
The fourth quarter concludes the year with a consolidated performance of +4.3%, validating our discretionary management strategy.
The second quarter confirms the trend with a net increase of +3.4% driven by income-producing real estate.
The third quarter maintains rigorous stability at +4.0% despite temporary fluctuations in the stock markets.
The first quarter shows a steady increase of +3.5% across all our asset allocations.
Past performance is not indicative of future results. Certified quarterly audit reports are available upon request to fund members.
Measuring Success
Performance indicators
12.8%
CHF 150M+
98.4%
This historical average annual rate of return reflects the net performance of our asset allocations over the past ten years.
The total volume of consolidated assets under management reflects the confidence placed in us by our private and institutional investors.
Our exceptional retention rate demonstrates the lasting satisfaction of our partners with our rigorous discretionary management.
Allocation de Capital
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