Wertentwicklung Vermögensverwaltung

Mit den Multimanager-Strategien zweiplus® profitieren Sie vom Fachwissen unserer Experten. Je nach der von Ihnen gewählten Strategie, wird Ihr Vermögen in verschiedene Anlagen investiert. Vermögensverwaltung mit cash »

Vergleichen Sie die brutto Wertentwicklung der unterschiedlichen Vermögensverwaltungsprodukte:

Daten aktualisiert per Ende September 2020

Konservativ CHF

Übersicht Wertentwicklung (brutto)

20122013201420152016201720182019YTD
 Bank J. Safra Sarasin+6.35%+5.47%+4.54%-0.42%+1.75%+6.82%-8.38%+8.97%+0.94%
 Falcon Private Bank+8.99%+5.17%+6.29%-1.05%+1.97%+5.75%-8.52%+10.55%-1.54%
 Aquila Asset Management+7.57%+3.85%+2.80%-3.32%+3.65%+9.55%-9.58%+12.09%-2.61%
 Vontobel Asset Management+6.39%+4.87%+6.57%-0.37%+1.30%+6.31%-7.19%+7.42%+0.46%

Konservativ EUR

Übersicht Wertentwicklung (brutto)

20122013201420152016201720182019YTD
 Bank J. Safra Sarasin+9.45%+5.72%+6.22%+2.40%+2.79%+4.21%-7.12%+11.00%-0.33%
 Falcon Private Bank+11.80%+4.15%+7.51%+4.56%+2.58%+1.85%-7.14%+11.84%-0.14%
 Aquila Asset Management+10.75%+4.82%+3.03%+3.13%+4.26%+7.96%-7.38%+13.85%-2.49%
 Vontobel Asset Management+11.03%+5.10%+7.04%+4.54%+3.99%+2.64%-5.65%+11.46%+3.10%

Ausgewogen CHF

Übersicht Wertentwicklung (brutto)

20122013201420152016201720182019YTD
 Bank J. Safra Sarasin+9.14%+11.11%+6.80%-0.68%+1.86%+10.01%-10.86%+14.48%-0.06%
 Falcon Private Bank+10.90%+10.38%+6.73%-0.43%+1.89%+11.41%-11.58%+15.28%-0.59%
 Aquila Asset Management+9.42%+8.17%+5.06%-0.42%+3.25%+14.37%-11.42%+14.27%-4.21%
 Vontobel Asset Management+10.14%+10.59%+8.13%-0.04%+1.29%+11.62%-9.94%+12.46%-0.36%
 Rieter Fischer Partners+8.86%+15.03%+7.43%+5.54%+2.22%+13.96%-11.61%+11.18%+1.60%

Ausgewogen EUR

Übersicht Wertentwicklung (brutto)

20122013201420152016201720182019YTD
 Bank J. Safra Sarasin+10.38%+10.23%+6.93%+3.52%+2.47%+5.87%-9.62%+15.62%-2.99%
 Falcon Private Bank+13.54%+8.90%+6.87%+5.34%+1.56%+5.13%-9.71%+15.65%-0.74%
 Aquila Asset Management+12.29%+6.65%+5.45%+6.42%+1.72%+10.61%-9.14%+16.66%-3.63%
 Vontobel Asset Management+13.15%+9.85%+8.14%+8.31%+3.64%+5.11%-8.36%+14.88%+1.08%
 Rieter Fischer Partners+12.14%+12.86%+9.60%+13.43%+2.37%+7.00%-7.37%+12.90%-1.21%

Wachstum CHF

Übersicht Wertentwicklung (brutto)

20122013201420152016201720182019YTD
 Bank J. Safra Sarasin+10.80%+17.59%+8.54%-0.85%+1.61%+13.41%-13.54%+21.09%-0.44%
 Falcon Private Bank+12.15%+16.01%+7.70%-1.27%+1.81%+15.85%-14.44%+20.88%-0.57%
 Aquila Asset Management+12.33%+12.72%+8.33%+3.58%+3.18%+18.29%-13.75%+17.47%-6.40%
 Vontobel Asset Management+12.29%+15.85%+9.66%+1.26%+1.46%+16.23%-11.25%+17.29%-2.22%
 Rieter Fischer Partners+10.57%+21.49%+9.44%+6.89%+2.95%+20.58%-14.80%+15.41%+2.73%

Wachstum EUR

Übersicht Wertentwicklung (brutto)

20122013201420152016201720182019YTD
 Bank J. Safra Sarasin+10.93%+14.39%+8.39%+4.74%+1.61%+7.97%-12.27%+20.62%-5.68%
 Falcon Private Bank+15.52%+13.56%+7.04%+6.24%+1.11%+8.66%-11.74%+20.72%+1.15%
 Aquila Asset Management+13.28%+10.21%+7.49%+10.55%+1.52%+11.81%-10.49%+19.27%-5.86%
 Vontobel Asset Management+14.80%+15.44%+8.79%+12.18%+3.25%+8.10%-10.87%+17.32%-2.26%
 Rieter Fischer Partners+13.75%+18.53%+10.41%+16.81%+2.90%+11.03%-10.14%+17.08%-2.40%