Page 17 - ASSET MANAGER 10 (EN)

ASSET MANAGER • NO. 10/2019 MULTI-MANAGER STRATEGY • 17
Strategy / Provider
Adjustments 2018
Currency 31.12.17 31.12.18
Weight in % 31.12.17 31.12.18
Item Cash in %
Value in CHF as of 31.12.2017
Value as of 31.12.2018
Amount in CHF on 31.12.2018
P&L in CHF YTD
P&L in currency
Swiss Momentum CH
CHF
1.000 1.000
11.6% 11.7 %
3 69.9 %
69 355 CHF
61 538 CHF
-11.3 %
-11.3 %
Trading TSO CH
CHF
1.000 1.000
21.0 % 21.3 %
3 74.1 %
125 790 CHF
112 501 CHF
-10.6 %
-10.6 %
Value Growth Strategie
CHF
1.000 1.000
10.0% 12.9%
3 71.0 %
60 170 CHF
68 124 CHF
13.2 %
13.2 %
Dividend EU
EUR
1.1691 1.1262
17.0% 16.0%
9 13.1 %
101 689 CHF
75 124 EUR
83 817 CHF
-16.8 %
-13.6 %
Cash
* since 8.11.2018
EUR
1.1691 1.1262
– 11.4 %
0 100 %
per 8.11.2018
53 160 EUR
59 868 CHF
Digital Transformation
USD
0.9791 0.9829
9.0 % 11.3 %
15 0.0 %
54 106 CHF
60 688 USD
59 650 CHF
10.2 %
9.8 %
Growth US
* since 1.9.2018
USD
0.9701 0.9829
– 6.3 %
7 12.4 %
43 430 CHF
per 1.9.2018
33 601 USD
33 027 CHF
-24.0 %
-24.9 %
3D­Technologie USD
* since 1.3.2018
USD
0.9680 0.9829
– 9.1 %
4 78.1 %
51 324 CHF
per 1.3.2018
48 819 USD
47 984 CHF
-6.5%
- 7.9 %
Principal 500 000 CHF
100%
44 54.4 %
598 925 CHF
527 297 CHF
-11.96 %
The multi-manager strategy increased in 2017 by +19.79 % in CHF and lost 11.96 % in 2018.
tor's portfolio size. It is always rounded down to the near- est possible unit. This will prevent an account from going down. To avoid larger rounding differences, minimum in- vestment amounts are defined for each strategy.
INVESTORY recommends investing in strategies of several financial experts and comparing them. At CHF 50000, investors invest with INVESTORY in two strategies. With fixed assets of CHF 500000 it makes sense to invest in up to five investment strategies, de- pending on the custodian bank and the investor's pref- erence. When it comes to taking out new mortgages or insurance, most people today go through an online plat-
form. For to investing, the difference regarding cost and performance is greater, so Roger Fromm, founder of INVESTORY, does not recommend trusting a single bank- er, but rather, involving one to two competitors in compar- ison. INVESTORY is available for a comparison or if you have any questions.
Please also note our last comparisons in ASSET MAN- AGER 3 on pages 24 / 25, ASSET MANAGER 4 on pag- es 22–25 and ASSET MANAGER 6 on pages 8/9. An overview of which banks INVESTORY cooperates with and under which conditions can be found in ASSET MAN- AGER9onpages24/25.
Quelle: INVESTORY AG