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Awards & Performance

Top Asset Manager for an Opportunity-Oriented Strategy

CAPITAL Magazine analyzed more than 16,000 real customer portfolios of 87 asset managers.

The final rating consisted of sub-ratings in the areas of portfolio structure, product implementation, risk management, costs and performance.

Our parent company Früh & Partner* was awarded the 5 star rating in the category "Opportunity-oriented investment strategy".

CAPITAL Magazine analyzed more than 16,000 real customer portfolios of 87 asset managers.

The final rating consisted of sub-ratings in the areas of portfolio structure, product implementation, risk management, costs and performance.

Our parent company Früh & Partner* was awarded the 5 star rating in the category "Opportunity-oriented investment strategy".

Better than the Benchmark

Performance Winner

With a performance of 30.46% (before costs and taxes), our Value 100 strategy was able to outperform its peers over the period from February 2020 to February 2021.

Our Value 100 portfolios contain only carefully selected individual stocks from outstanding companies that we have previously analyzed down to the smallest detail. This strategy is ideal for investors who are willing to accept short-term fluctuations in order to significantly increase their assets over the long term.

With a performance of 30.46% (before costs and taxes), our Value 100 strategy was able to outperform its peers over the period from February 2020 to February 2021.

Our Value 100 portfolios contain only carefully selected individual stocks from outstanding companies that we have previously analyzed down to the smallest detail. This strategy is ideal for investors who are willing to accept short-term fluctuations in order to significantly increase their assets over the long term.

*Früh & Partner is the parent company of Estably Asset Management Ltd. with over CHF 1.9 bn in assets under management. For portfolio management, Estably uses the outstanding analyses of Früh und Partner Asset Management Ltd.

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Year-to-date Performance
Value 30
+0,96%
Benchmark
+0,94%
Value 60
+0,60%
Benchmark
+0,83%
Value 100
+0,93%
Benchmark
+0,61%
Value 60
+0,60%
Benchmark*
+0,83%
Value 100
+0,93%
Benchmark*
+0,61%

The stated performance of the Value 30, 60 and 100 portfolios is before costs and taxes.
The benchmark functions as a point of reference and is composed of 30/60/95% MSCI World Price Index EUR and is complemented by the Euro Corporate Total Return Index Value and 5% Cash.

Date: April 1, 2021

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Real money tests

We’re currently participating in real money performance tests of brokervergleich.de and geldanlage-digital.de. In these tests, the site owner invests his actual own capital into the different robo-advisors, which makes the rankings transparent and meaningful.

Get your own independent picture of how we perform compared to our competitors month after month!

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