PRODUCT_INTRO

***Performance Corum Invest - October 2017

Bei den klassischen Portfolios übernimmt die Corum Verwaltung. Die Performance wird seit 2013 geführt basierend auf den realen Portfolios. Die Anzahl der Positionen in den Portfolios variert zwischen 20 und 40 Positionen, je nach Grösse des Portfolios und Anlagestrategie. Die aufgezeigten Performanceberechnungen sind nach Transaktionskosten und Depotgebühren, also netto. Die Mindestanlagesumme beträgt CHF 500'000.

Performance in CHF October 2017

Überblick 2013-2016 << September 2017

  •  
  • Produkt
  • Price
  • 31.10.2017
  • Price
  • 30.09.2017
  • Price
  • 31.12.2016

Performance

  • Oct. 2017

Performance

  • Year 2017

CORUM Portfolio Balanced

  • CS PF (Lux) Balanced CHF B
  • JB Strategy Balanced CHF B
  • Raiffeisen Global Invest Balanced B
  • UBS (Lux) Strategy Fund - Balanced (CHF) P-acc
  • Benchmark Avg.
  • CS PF (Lux) Balanced EUR B
  • JB Strategy Balanced EUR B
  • UBS (Lux) Strategy Fund - Balanced (EUR) P-acc

 

  • 198.63
  • 160.00
  • 158.73
  • 2,043.80
  • 0.00
  • 176.99
  • 164.41
  • 2,677.64

 

  • 203.20
  • 163.57
  • 160.83
  • 2,065.41
  • 0.00
  • 180.13
  • 167.24
  • 2,716.07

 

  • 188.00
  • 153.00
  • 150.00
  • 1,900.00
  • 0.00
  • 172.00
  • 160.00
  • 2,506.00

2.24%

  • 2.30%
  • 2.23%
  • 1.32%
  • 1.06%
  • 1.73%
  • 1.77%
  • 1.72%
  • 1.44%

11.26%

  • 7.94%
  • 7.11%
  • 7.13%
  • 8.71%
  • 7.72%
  • 4.44%
  • 4.77%
  • 8.36%

CORUM Portfolio Growth

  • CS PF (Lux) Growth CHF B
  • JB Strategy Growth CHF B
  • Raiffeisen Global Invest Growth B
  • UBS (Lux) Strategy Fund - Growth (CHF) P-acc
  • Benchmark Avg.
  • CS PF (Lux) Growth EUR B
  • JB Strategy Growth EUR B
  • UBS (Lux) Strategy Fund - Growth (EUR) P-acc

 

  • 204.46
  • 101.45
  • 114.12
  • 2,424.99
  • 0.00
  • 173.86
  • 125.53
  • 3,412.78

 

  • 210.93
  • 104.25
  • 116.16
  • 2,459.87
  • 0.00
  • 178.39
  • 128.50
  • 3,477.16

 

  • 188.00
  • 95.00
  • 106.00
  • 2,205.00
  • 0.00
  • 167.00
  • 122.00
  • 3,122.00

2.74%

  • 3.16%
  • 2.76%
  • 1.79%
  • 1.44%
  • 2.29%
  • 2.61%
  • 2.37%
  • 1.89%

18.42%

  • 11.91%
  • 9.20%
  • 9.76%
  • 11.55%
  • 10.60%
  • 6.71%
  • 5.74%
  • 11.37%

CORUM Portfolio Global Equity

  • GAM EF Swiss CHF B
  • Raiffeisen Global Invest Equity B
  • UBS (Lux) Strategy Fund - Equity (CHF) P-acc
  • Benchmark Avg.
  • UBS (Lux) Strategy Fund - Equity (EUR) P-acc
  • Vontobel Fund European Equity B EUR

 

  • 694.66
  • 102.08
  • 747.68
  • 0.00
  • 469.92
  • 294.15

 

  • 715.97
  • 104.30
  • 760.94
  • 0.00
  • 481.02
  • 300.99

 

  • 583.00
  • 94.00
  • 667.00
  • 0.00
  • 422.00
  • 272.00

3.65%

  • 3.07%
  • 2.17%
  • 1.77%
  • 2.34%
  • 2.36%
  • 2.33%

21.56%

  • 22.84%
  • 11.23%
  • 14.10%
  • 16.06%
  • 14.00%
  • 10.82%

Disclaimer

This publication is for your information only and is not intended as an offer, solicitation of an offer, public advertisement or recommendation to buy or sell any investment or other specific product. Its content has been prepared by our staff and is based on sources of information we consider to be reliable. However, we cannot provide any undertaking or guarantee as to it being correct, complete and up to date. The circumstances and principles to which the information contained in this publication relates may change at any time. Once published, therefore, information shall not be understood as implying that no change has taken place since its publication or that it is still up to date. The information in this publication does not constitute an aid for decision-making in relation to financial, legal, tax or other consulting matters, nor should any investment or other decisions be made on the basis of this information alone. It is recommended that advice be obtained from a qualified expert. Investors should be aware that the value of investments can fall as well as rise. Positive performance in the past is therefore no guarantee of positive performance in the future. Forecasts are not a reliable indicator of future value developments. The risk of price and foreign currency losses and of fluctuations in return as a result of unfavourable exchange rate movements cannot be ruled out. There is a possibility that investors will not recover the full amount they initially invested. We disclaim without qualification all liability for any loss or damage of any kind, whether direct, indirect or consequential, which may be incurred through the use of this publication. This publication is not intended for persons subject to legislation that prohibits its distribution or makes its distribution contingent upon an approval. Any person coming into possession of this publication shall therefore be obliged to find out about any restrictions that may apply and to comply with them. It is up to potential investors to obtain comprehensive information and appropriate advice in their home country, country of residence or country of domicile about the applicable legal requirements and any tax consequences, foreign currency restrictions or foreign exchange controls and any other aspects that are of relevance prior to any decision to subscribe to, purchase, own, exchange or redeem such investments, or enter into any other transaction in relation to same. In line with internal guidelines, persons responsible for compiling this report are free to buy, hold and sell the securities referred to in this report.