Page 21 - ASSET MANAGER 9 (EN)

ASSET MANAGER • NO. 9/2018
MULTI-MANAGER STRATEGY • 21
Strategy
Currency 31.12.17 30.9.18
Weight in % 31.12.17 30.9.18
Item
Value in CHF as of 31.12.2017
Value as of 30.09.2018
Value in CHF as of 30.09.2018
P&L in CHF YTD P&L in currency
Swiss Momentum-CH
CHF
1.000 1.000
11.6% 11.3 %
4
69 355 CHF
67 416 CHF
-2.8 %
-2.8 %
Trading TSO-CH
CHF
1.000 1.000
21.0 % 21.6 %
9
125 790 CHF
128 719 CHF
2.3 %
2.3 %
Value-Growth Strategie
CHF
1.000 1.000
10.0% 11.4%
1
60 170 CHF
68 227 CHF
13.4 %
13.4 %
Dividend-EU
EUR
1.1691 1.1376
17.0% 15.9%
10
101 689 CHF
83 333 EUR
94 799 CHF
-6.8 %
-4.2 %
Analyst-EU
EUR
1.1691 1.1376
14.5% 12.7 %
10
86 555 CHF
66 769 EUR
75 956 CHF
-12.2 %
-9.8 %
Digital Transformation
USD
0.9791 0.9772
9.0 % 10.6 %
13
54 106 CHF
65 029 USD
63 546 CHF
17.4 %
17.7 %
Growth US
*since 1.9.2018
USD
0.9701 0.9772
- 7.7 %
8
43 430 CHF
per 1.9.2018
47 290 USD
46 212 CHF
6.4 %
5.6 %
3D-Technologie USD
*since 1.3.2018
USD
0.9680 0.9772
- 8.7 %
3
51 324 CHF
per 1.3.2018
53 018 USD
51 809 CHF
0.9 %
0.0 %
Principal CHF 500 0000
100%
58
598 925 CHF
596 685 CHF
-0.37 %
The multi-manager strategy increased in 2017 by +19.79% in CHF.
Growth US was included in the multi-manager strategy. Costs of 0.5% were included in the calculation for this change of strategy.
The Theme Strategy Growth US invests in companies with high growth expectations and a moderate risk profile. The three theme strategies account for 27% of the multi-manag- er strategy at the end of September. The theme strategies are invested opportunistically in the most promising strate- gies, while the core strategies require the best Sharpe ratio.
The multi-manager strategy proves that with INVESTORY you can easily and successfully invest directly in equities without having to buy investment funds or being yourself a financial expert.
INVESTORY recommends investing in strategies of several financial experts and comparing them. With fixed assets of CHF 500,000 it makes sense to invest in up to five investment strategies, depending on the custodian bank and the in- vestor's preference. Investors invest from CHF 50,000 with INVESTORY in two strategies.
INVESTORY always recommends making a comparison, because only those who make the comparison have an advantage. Please also note our latest bank comparisons in ASSET MANAGER 3 on page 24 – 25, in ASSET MAN- AGER 4 on page 22 – 25 and in ASSET MANAGER 6 on page 8 – 9. An overview of which banks INVESTORY works with is available on page 25.
Source: INVESTORY AG