Page 23 - ASSET MANAGER 9 (EN)

ASSET MANAGER • NO. 9/2018 THE BEST STRATEGIES 2018 • 23
THE BEST STRATEGIES IN THE THIRD QUARTER 2018
CATEGORY
GLOBAL
EUR AREA
USD AREA
SWITZERLAND
Strategy
Value Growth Strategie
Trading TSO EU
Digitale Transformation US
Trading TSO CH
Performance YTD*
13.4 %
-2.3 %
17.7 %
2.3 %
Performance in CHF*
13.4 %
-4.9 %
17.4 %
2.3 %
Max. Drawdown YTD
n.v.
n.v.
n.v.
n.v.
Sharp ratio
n.v.
n.v.
n.v.
n.v.
Min. Investment amount
CHF 50 000
EUR 20 000
USD 30 000
CHF 20 000
Provider
Wilfried Forster
theScreener.com
Roger Fromm
theScreener.com
* Calculation with a calculation gap between May 11 to September 1, 2018
The most important currencies have weakend further against the Swiss Franc in the current year; the EUR has lost 2.7%, the USD 0.2% and the CAD 3.3%.
With an increase of 13.4% the Value Growth Strategy in CHF by Wilfried Forster, which, while mainly investing in Swiss equities but also holding foreign stocks, is among the best on the platform in the current year.
The best performing strategy in the EUR area in the current year is Trading TSO EU by theScreener.com from Zug, down 2.3 %.
In terms of USD strategies, Digital Transformation US has risen an impressive 17.7%. The strategy that has been popular with investors has been managed by Roger Fromm since September 1, because the previous strategy provid- er Stefan Walhauser said goodbye to his personal project.
At the end of September, the head-to-head race in Swiss equity strategies was won by Trading TSO CH from the- Screener.com. With an increase of 2.3%, Trading TSO CH is ahead of Swiss Momentum CH with a fall of 2.8 % in the current year. Both strategies focused on equities in Switzerland have achieved outstanding results in recent years and have consistently outperformed the benchmark with lower volatility than the stock index.
Three out of four investment strategies honored in this magazine, Trading TSO CH, Digital Transformation US and Value Growth Strategy, are part of the Multi-Manag- er Strategy on pages 20 and 21, which was launched at the end of 2016.
Conclusion: The multi-manager strategy has made the right selection. 2. The actively managed strategies of the financial experts on INVESTORY have outperformed both passive and index outperformers.
STOCK MARKETS AS OF 30.9.2018
normal
- 5.2 % - 3.1 % - 3.1 %
+ 0.5 % + 7.0 % + 8.6 %
with GAP
-0.3%
-2.9% +1.9% +0.4% +2.4% +2.1%
INDEX
DAX
SMI
EURO STOXX 50 SPI (TR)
DJI
S&P 500
Source: INVESTORY AG