Portfolio Segment Globale Aktien

Generelle Informationen

Performance per

Dezember 2024

Struktur

Verwaltetes Portfolio Segment

Manager

Trianon Familiy Office AG

Referenzwährung

Schweizer Franken

Vergleichsindex

MSCI Welt Aktienindex in CHF

Absolute Performance vs Vergleichsindex

Anlagestrategie

Dynamisch

Vermögensverwaltung mittels ETF‘s, Fonds und Zertifikaten

Anlagestruktur

Globale, gross kapitalisierte Aktien

Taktische Aufteilung

30 % fundamentalen Faktoren

70 % technische Faktoren

Langfristige Renditen

Ø 10 % p.a.

Langfristigen Schwankungen

Ø 15 % p.a.

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