Anlagestrategie Moderato – Ausgewogen - Trianon Family Office AG

Generelle Informationen

Performance per

Februar 2025

Struktur

Verwaltetes Strategie Portfolio

Manager

Trianon Family Office AG

Referenzwährung

Schweizer Franken

Vergleichsindex in CHF

25 % Schweizer Obligationen

25 % Schweizer Immobilien

40 % MSCI Welt Aktienindex

10 % HFR Macro Index

Absolute Performance vs Vergleichsindex

Anlagestrategie

Ausgewogen

Vermögensverwaltung mittels ETF‘s, Fonds und Zertifikaten

Anlagestruktur

Obligationen, Immobilien, Aktien, Alternative Anlagen

Taktische Aufteilung

30 % fundamentalen Faktoren

70 % technische Faktoren

Langfristige Renditen

Ø 6 % p.a.

Langfristige Schwankungen

Ø 10 % p.a.

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