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Asset Protect 40

Currencies

Weighting

Swiss Franken

30,00%

US Dollar

6,00%

Canadian Dollar

6,00%

Norwegian krone

6,00%

Australian Dollar

6,00%

New Zealand Dollar

6,00%

Currencies

60,00%

Physical Gold

40,00%

Regions

Key figures in comparison

Offensive

Offensive

Offensive

Offensive

Offensive

Performance since inception

15,72%

34,60%

55,67%

79,07%

97,78%

Performance p.a.

1,79%

3,67%

5,51%

7,32%

8,62%

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

30,57%

Performance p.a.

3,46%

Volatility

6,06%

Max. Drawdown

12,67%

Sharpe ratio

0,54

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: 31 March 2024; the actual values may differ slightly due to different investment dates.

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