Investment Objective
First Private Wealth pursues a multi-strategy approach, aiming for convincing returns regardless of the capital market environment. The objective of capital preservation takes precedence over maximizing returns. The fund uses a combination of computer-based models and fundamental research to identify promising asset classes and securities in the segments equities, bonds and alternative assets (commodities, currencies, etc.).
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.9 | 0.6 | 0.7 | 0.8 | 0.9 | 0.8 | 0.6 | 0.3 | 0.6 | 0.8 | 0.5 | 0.0 | 0.2 | |
| 2022 | 0.5 | 0.5 | 0.1 | 0.9 | 0.7 | 0.9 | 0.5 | 0.4 | 0.2 | 0.5 | 0.5 | 0.9 | 0.2 |
