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

Better than the benchmark

Over a period of 5 years, Fuchsbriefe Verlag analyzed 51 asset managers as part of the benchmark test. A fictitious €5 million was invested in the portfolios and then compared with a benchmark portfolio.

Only 6 of the 51 asset managers were able to beat the benchmark portfolio - and only 2 asset managers succeeded in all other categories as well. Früh & Partner* was one of them. With a performance of 42.23% in this period, we clearly outperformed the benchmark portfolio (24.51%).

Over a period of 5 years, Fuchsbriefe Verlag analyzed 51 asset managers as part of the benchmark test. A fictitious €5 million was invested in the portfolios and then compared with a benchmark portfolio.

Only 6 of the 51 asset managers were able to beat the benchmark portfolio - and only 2 asset managers succeeded in all other categories as well. Früh & Partner* was one of them. With a performance of 42.23% in this period, we clearly outperformed the benchmark portfolio (24.51%).

*Früh & Partner is the parent company of Estably Asset Management Ltd. with over CHF 1.5 bn in assets under management. The same research and portfolio management resources are available to Estably as to Früh & Partner.

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Performance since the beginning of the year
Value 30
-0,99%
Benchmark*
-0,10%
Value 60
+0,58%
Benchmark*
-0,26%
Value 100
+0,66%
Benchmark*
-0,51%
Value 60
+0,34%
Benchmark*
-0,29%
Value 100
+0,15%
Benchmark*
+0,96%

*The benchmark functions as a point of reference and is composed of 30/60/90% MSCI World Index EUR and is complemented by the Global Broad Market Index EUR and 5% EONIA


Date: September 30, 2020

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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 real money comparisons, the site owner invests his actual own capital into the different offerers, 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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