***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.
- 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
- 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
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
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