Focus strategies from CHF 250,000
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We offer our clients additional promising investment solutions in the form of our focused investment strategies, starting from CHF 250,000.
From sophisticated trend-following models to active portfolio management, we have the ideal mandate for every investor.
UBS Switzerland AG, St. Gallen, serves as the custodian bank. Custody accounts and accounts are exclusively managed with a limited power of attorney and are always held in the name of the client.
We will be happy to contact you and send you the accompanying fact sheets for our focus strategies.
+ 8.36% performance YTD
+ 40.48% performance since launch
+ 20.52% benchmark since launch
Data as of december 31, 2024
Launch date: 24.04.2020
We only invest in stocks that are included in the Swiss Market Index (SMI). The position size of the individual securities differs from the corresponding market weighting in the SMI. Stocks in banks are excluded.
The rule-based investment ratio ranges from 80 to 100%.
| Investment character | Systematic asset management with a share quota of 80 – 100% |
| Investment universe | Swiss stocks (SMI) |
| Investment instruments | Stocks |
| Investment amount | from CHF 250,000 |
| Reference currency | CHF |
| Investment horizon | Medium to long term |
| Earnings target | Long-term capital growth |
| FIDLEG client segment | Private clients, professional clients |
| Custodian bank | UBS Switzerland AG, St. Gallen |
| Costs for custodian bank | Flat fee of max. 0.125% per quarter |
| Management costs | 10% profit sharing billed bi-annually (high water mark) Management fee 0.125% per quarter |
+ 4.51% performance YTD
+ 14.61% performance since launch
– 0.52% benchmark since launch
Data as of december 31, 2024
Launch date: 01.08.2021
We only invest in CHF bonds.
The focus here is on attractive, short-term and mortgage-backed bearer bonds (senior secured bonds).
The offer is targeted at income-oriented, qualified investors (professional client in accordance with article 5, paragraph 1 of the FIDLEG).
The investment ratio is adjusted to the supply conditions and varies between 0 and 100%.
| Investment character | Strategic asset management with an investment ratio of 0 – 100% |
| Investment universe | Bonds with focus on senior secured bonds |
| Investment instruments | Bonds |
| Investment amount | from CHF 250,000 |
| Reference currency | CHF |
| Investment horizon | Long term |
| Earnings target | Long-term income generation |
| FIDLEG client segment | Professional clients |
| Custodian bank | UBS Switzerland AG, St. Gallen |
| Costs for custodian bank | Flat fee of max. 0.125% per quarter |
| Management costs | 10% profit sharing billed bi-annually (high water mark) Management fee 0.125% per quarter |
+ 50.84% performance YTD
+ 31.23% performance since launch
+ 7.43% benchmark since launch
Data as of december 31, 2024
Launch date: 03.11.2020
We only invest in stocks that will play a fundamental role in the future in the wake of technological disruptions. The investment universe is global. It does, however, focus primarily on the USA and Asia, the two centres of disruptive technologies.
The offer is primarily addressed to investors who are willing to take risks and can handle a higher degree of volatility. There are also currency risks due to the regional alignment of the investments.
The investment ratio is adjusted on a dynamic basis to market conditions and varies between 0 and 100%.
| Investment character | Active asset management with a dynamic share quota of 0 – 100% |
| Investment universe | Global with focus on USA and Asia |
| Investment instruments | Stocks |
| Investment amount | from CHF 250,000 |
| Reference currency | CHF |
| Investment horizon | Long term |
| Earnings target | Long-term capital growth |
| FIDLEG client segment | Private clients, professional clients |
| Custodian bank | UBS Switzerland AG, St. Gallen |
| Costs for custodian bank | Flat fee of max. 0.125% per quarter |
| Management costs | 10% profit sharing billed bi-annually (high water mark) Management fee 0.125% per quarter |
Cosmopolitan Vermögensverwaltungs AG
| Telephone | +41 71 353 35 15 |
| welcome@cosmopolitan.ch |
