Our Track Record

  • Thanks to our consistent best-in-class approach, we were able to generate a steady outperformance both against our benchmark and against selected bank strategies
  • Competence, experience, independence, transparency, attractive special conditions and consistent cost control are further factors responsible for the success of our strategies

CHF

FIO Yield (CHF) vs. Bank Strategy Funds
(Period : 01.10.2011 – 31.03.2024)

* Source: Bloomberg, Strategy Funds of selected banks
Performance FIO-mandate and benchmark without management fees

FIO Balanced (CHF) vs. Bank Strategy Funds
(Period : 01.04.2011 – 31.03.2024)

* Source: Bloomberg, Strategy Funds of selected banks
Performance FIO-mandate and benchmark without management fees

FIO Growth (CHF) vs. Bank Strategy Funds
(Period : 22.07.2011 – 31.03.2024)

* Source: Bloomberg, Strategy Funds of selected banks
Performance FIO-mandate and benchmark without management fees

FIO Equity (CHF) vs. Bank Strategy Funds
(Period : 01.04.2011 – 31.03.2024)


* Source: Bloomberg, Strategy Funds of selected banks

Performance FIO-mandate and benchmark without management fees

EUR

FIO Yield (EUR) vs. Bank Strategy Funds
(Period : 01.10.2011 – 31.03.2024)

* Source: Bloomberg, Strategy Funds of selected banks
Performance FIO-mandate and benchmark without management fees

FIO Balanced (EUR) vs. Bank Strategy Funds
(Period : 01.10.2011 – 31.03.2024)

* Source: Bloomberg, Strategy Funds of selected banks
Performance FIO-mandate and benchmark without management fees

FIO Growth (EUR) vs. Bank Strategy Funds
(Period : 01.10.2011 – 31.03.2024)

* Source: Bloomberg, Strategy Funds of selected banks
Performance FIO-mandate and benchmark without management fees