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Asset Protect 20

Currencies

Weighting

Swiss franc

40,00%

US Dollar

8,00%

Canadian dollar

8,00%

Norwegian krone

8,00%

Australian dollar

8,00%

New Zealand Dollar

8,00%

Currencies​

80,00%

Physical Gold

20,00%

Regions

Key figures in comparison

Offensive

Offensive

Offensive

Offensive

Offensive

Performance since inception

14,61%

30,76%

48,46%

67,80%

83,16%

Performance p.a.

1,68%

3,34%

4,96%

6,54%

7,69%

Volatility

4,79%

5,97%

7,65%

9,54%

11,06%

Max. Drawdown

13,66%

12,67%

13,18%

13,94%

15,41%

Sharpe-Ratio

0.35

0,53

0,60

0,62

0,63

Risk class

6

6

6

6

6

Key figures

Performance since inception

14,44%

Performance p.a.

1,74%

Volatility

4,85%

Max. Drawdown

13,66%

Sharpe ratio

0,36

MiFID II risk class

6

Return
Performance since inception: return before costs and taxes since 2016; values from 2016-2019 are based on back calculations of the model portfolios;
Performance p.a.: annual return before costs and taxes since 2016; values from 2016-2019 are based on back calculations of the model portfolios;

Risk
Volatility: Average range of fluctuation in share prices
Max. Drawdown: Highest interim loss of the portfolio in the past 12 months
Sharpe ratio: Ratio of excess return to volatility

Status of all data: 29 February 2024; the actual values may differ slightly due to different investment dates.