DYNAMIC
PORTFOLIO

Our specialists follow the markets, staying with trends, every day and they invest for you with a systematic process. Therefore, you will always benefit from the best investment opportunities.

TRANSPARENT COMMUNICATIONS

We periodically inform you about the performance of your assets and what is happening on the financial markets, in order to allow you to always be perfectly aware of the value of your investment.

RISK
CONTROL

We make the best choices for you for a diversified portfolio in order to obtain constant profits, regardless of the positive or negative performance of the market.

High-growth, active, professional and responsible asset management

The complete and customized solution for your investments.

The portfolio managers of Quant Total Return AG choose the best investments for you with the utmost convenience and transparency.

We define an investment strategy for your assets and entrust the administration of the portfolio to our specialists.

Thanks to the asset management, you will thus benefit from the best investment opportunities, without having to worry about market trends.

How we work:

Macroeconomic analysis

At the base of the investment process is the study of markets and analysis of the overall economic frame.

Medium and long-term asset allocation

Based on our analyzes, we submit the long-term composition of the portfolio to recurrent checks.

Short-term asset allocation

Based on the current situation of the financial markets, the Investment Committee decides on the optimal short-term allocation of the portfolio.

Selection of titles

Our specialists select the stocks based on the analysis of the fundamentals of the companies and the returns of the existing funds on the markets.

Monitoring

Strict periodic risk and performance controls are carried out periodically and on a recurring basis. Thereby, the portfolio and the implementation of the decisions of the Investment Committee are constantly monitored.

Our asset management

Investment Funds
Starting from CHF 20.000

Invest your money in a convenient investment fund and you will have excellent chances to benefit from the positive market trend. The portfolio is widely diversified and is continually adapted to changing market situations.

Customized
Starting from CHF 500.000

Get a completely individualized investment strategy and entrust the experts with your assets.

Investment funds

Your assets are invested in carefully selected investment funds – starting from CHF 20.000

For minor assets, investment funds are very often the ideal solution. Invest your money in an affordable way and you have the best opportunities to benefit from the positive market trend. The portfolio is widely diversified and is continually adapted to changing market situations.

Low minimum investment

Starting from CHF 20,000, you can invest safely and benefit from the advantages of asset management through investment funds.

Optimized portfolio

Thanks to the systematic investment process, you can benefit from current investment opportunities and a constant portfolio optimization.

Diversified Investments

We choose the most diversified investments possible for you. This reduces the fluctuations in your assets.

Historical Performance

The historical performance (expressed in Swiss francs) of six investment strategies of asset management through funds:

Portfolio 2015 2016 2017 2018 2019 2020 - YTD Total Average
Long-term options 27,07% 18,44% 34,52% -11,92% 10,64% 5,07% 83,82% 15,97%
Short-term options 25,48% 40,72% 28,99% 7,73% 13,16% -2,10% 113,99% 21,71%
Currencies 29,06% 2,88% 9,25% 15,24% 15,99% -4,79% 67,63% 12,88%
Equities 27,99% 13,67% 15,49% 11,97% 29,55% 0,60% 99,29% 18,91%
Seasonality of raw materials 5,64% 5,96% 22,89% 19,41% 15,85% 0,49% 70,24% 13,31%
Automatic genetic systems 25,32% 10,93% 6,92% 20,04% 23,50% 3,09% 89,80% 17,10%

Customized asset management

Customized asset management – starting from CHF 500.000

Thanks to the customized asset management, you choose the desired investment strategy and entrust us with its concrete implementation. Therefore, you benefit from current investment opportunities, without having to deal with the markets.

Individual - Calibrated strategy

Starting from CHF 500.000 you benefit from a completely individualized investment strategy based on your risk appetite and on your expectations of future returns, which we create for you.

Convenient - Transparent information and dedicated interlocutor

Thanks to direct investments, you have a personal interlocutor who periodically informs you on the performance of your assets and on what is happening on the financial markets.

Active
selection

We constantly evaluate the best solutions to better balance the composition of your portfolio in order to optimize its performance and robustness.

Historical performance

Historical performance (expressed in Swiss francs) of the returns of individual asset management attorneys:

Portfolio 2015 2016 2017 2018 2019 2020 - YTD Total Average
Low-yield Portfolio 4,73% 5,16% 6,92% 5,45% 7,2% 2,1% 31,56% 6,01%
Medium-yield Portfolio 11,10% 12,33% 9,18% -0,58% 17,76% -0,03% 49,77% 9,48%
Medium/High-yield Portfolio 14,28% 18,23% 8,18% 20,33% 10,01% 0,48% 71,51% 13,62%
High Yield Portfolio 29,28% 12,23% 14,70% 17,97% 22,68% 4,32% 101,18% 19,27%

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