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.
At the base of the investment process is the study of markets and analysis of the overall economic frame.
Based on our analyzes, we submit the long-term composition of the portfolio to recurrent checks.
Based on the current situation of the financial markets, the Investment Committee decides on the optimal short-term allocation of the portfolio.
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.
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.
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.
Get a completely individualized investment strategy and entrust the experts with your assets.
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.
Starting from CHF 20,000, you can invest safely and benefit from the advantages of asset management through investment funds.
Thanks to the systematic investment process, you can benefit from current investment opportunities and a constant portfolio optimization.
We choose the most diversified investments possible for you. This reduces the fluctuations in your assets.
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 – 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.
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.
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.
We constantly evaluate the best solutions to better balance the composition of your portfolio in order to optimize its performance and robustness.
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% |
