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Switzerland in focus: Fund selector views

Alternatives (mainly hedge funds) had the worst year in 2016 since 2008. If you have invested a high proportion into hedge funds, instead of a simple ETF on the S&P 500, you will most definitive have underperformed. A scenario which raises many questions, especially for the clients, who look at the index performance. They know that an ETF is cheaper, and now it also performed a lot better. This will cause them to demand an explanation from you. For this reason, we are looking for alternatives that have very low if any correlation to equity and fixed income markets. We are currently investing in a fund called Orchardway. A fund which invests in four different US peer to peer platforms and targets an annual return of a 9-12%.

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Switzerland in focus: Fund selector views

Alternatives (mainly hedge funds) had the worst year in 2016 since 2008. If you have invested a high proportion into hedge funds, instead of a simple ETF on the S&P 500, you will most definitive have underperformed. A scenario which raises many questions, especially for the clients, who look at the index performance. They know that an ETF is cheaper, and now it also performed a lot better. This will cause them to demand an explanation from you. For this reason, we are looking for alternatives that have very low if any correlation to equity and fixed income markets. We are currently investing in a fund called Orchardway. A fund which invests in four different US peer to peer platforms and targets an annual return of a 9-12%.

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More posts from
Guy

Switzerland in focus: Fund selector views

April 1, 2017
Read more
q

Switzerland in focus: Fund selector views

Read more
q
April 1, 2017

Looking Beyond the Core

June 8, 2019
Read more
q

Looking Beyond the Core

Read more
q
June 8, 2019