Core Business Global Behavioral 
Equity PF
Swiss Behavioral
Equity PF
Bond PF AS Quarterly Report
 
 
           
Asset Management
4 Guidelines
Greek letters & more
Risk Management
Assignment
Research
Know-how Management
Assignment
Activities


English
Deutsch
Français
Home

Member since 1999
Login
 

Performance last quarter and YtD

    Quarter 2 / 2010    YtD 
AS Global Behavioral ETF Portfolio1 - 12.59     - 9.53    
MSCI (All Country World Index) - 12.74 Benchmark beaten - 10.42 Benchmark beaten
Absolute Return      negative     negative
       
AS Swiss Behavioral Equity Portfolio1 - 12.06     - 5.63    
Swiss Performance Index (SPI)  - 9.99 Benchmark not beaten - 3.88 Benchmark not beaten
Absolute Return   negative   negative
       

1 The portfolios show results gained after taking into account: 

> all costs (trading, transactions, regulations, stock exchanges, taxes)

> all management fees


Performance preceeding quarters

 

  Q1 2010    Q4 2009    Q3 2009    Q2 2009 
Global ETF PF1   3.50     12.74     17.39     23.77    
MSCI World   2.66 Benchmark beaten 4.25 BM beaten 17.28 BM beaten 21.21 BM beaten
Absolute Return       positive     positive     positive     positive

                       
Swiss Equity PF1   7.32     - 2.02     18.81     32.18    
SPI    6.78 Benchmark beaten 3.02 BM not beaten 17.13 BM beaten 12.70 BM beaten
Absolute Return     positive   positive   positive   positive

                       

1 The portfolios (PF) show results gained after taking into account: 

> all costs (trading, transactions, regulations, stock exchanges, taxes)
> all management fees

Track Record previous years













 

Selection of customers
Contact
About us
Publications

and more...