Performance and Return on Investment

Return on investment

Our return on investment is sustainable and can be tracked using data from effective client portfolios – we do not engage in "back testing" or synthetic replication.

Anti-cyclical investing and cost-sensitive implementation are key to long-term successful investment performance. Of course, we must be able to demonstrate our investment success. Below you can see our average performance (after bank costs, before HotzVV costs) over 25 years:

Track record of a mandate with 50% in equities

Track record of a mandate with 50% in equities

The track record of Dr. Pirmin Hotz Vermögensverwaltungen AG is after banking costs and before management fee. The composite shows the performance before deduction of potential custody and management fee.

Past performance is not a reliable indicator of future results. However, they show that we have been able to build a solid foundation for the future. Since they are the best indication for customer satisfaction, we will be pleased to provide you with personal references of existing clients should you wish so.

  • *

    The composite shows an average performance of five strategy funds (balanced, approx. 50% in equities) of Credit Suisse (ISIN**: LU00748040838), UBS (ISIN: CH0002792122 and LU0049785289), Swisscanto (ISIN: LU0161534606)*** and Julius Bär (ISIN: LU0047988216).

  • **
    International Securities Identification Number
  • ***

    The performance of the fund is included in the composite from 1997.

Aleksandar Dobrosavljevic
«We invest exclusively in cost-effective and transparent direct investments of first-class stocks and bonds. We consistently avoid expensive products of any kind.»
Aleksandar Dobrosavljevic, Portfolio Manager
Dr. Pirmin Hotz Vermögensverwaltungen AG
Dorfstrasse 16 | 6340 Baar, Schweiz | +41 41 767 46 00
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