Our Track Record

  • Thanks to our consistent best-in-class approach, we were able to generate a steady outperformance both against our benchmark and against selected bank strategies
  • Competence, experience, independence, transparency, attractive special conditions and consistent cost control are further factors responsible for the success of our strategies

CHF

FIO Yield (CHF) vs. Bank Strategy Funds
(5 years including YTD)

* Source: Bloomberg, Strategy Funds of selected banks
Performance FIO-mandate and benchmark without management fees

FIO Balanced (CHF) vs. Bank Strategy Funds
(5 years including YTD)

* Source: Bloomberg, Strategy Funds of selected banks
Performance FIO-mandate and benchmark without management fees

FIO Growth (CHF) vs. Bank Strategy Funds
(5 years including YTD)

* Source: Bloomberg, Strategy Funds of selected banks
Performance FIO-mandate and benchmark without management fees

FIO Balanced (CHF) vs. Bank Strategy Funds
(historical – since the mandate was established – 1.4.2011)

* Source: Bloomberg, Strategy Funds of selected banks
Performance FIO-mandate and benchmark without management fees

EUR

FIO Yield (EUR) vs. Bank Strategy Funds
(5 years including YTD)

* Source: Bloomberg, Strategy Funds of selected banks
Performance FIO-mandate and benchmark without management fees

FIO Balanced (EUR) vs. Bank Strategy Funds
(5 years including YTD)

* Source: Bloomberg, Strategy Funds of selected banks
Performance FIO-mandate and benchmark without management fees

FIO Growth (EUR) vs. Bank Strategy Funds
(5 years including YTD)

* Source: Bloomberg, Strategy Funds of selected banks
Performance FIO-mandate and benchmark without management fees

FIO Balanced (EUR) vs. Bank Strategy Funds
(historical – since the mandate was established – 1.4.2011)

* Source: Bloomberg, Strategy Funds of selected banks
Performance FIO-mandate and benchmark without management fees