The Luxembourg Fund
Luxembourg has been established as a fund location in Europe for years, as the country offers fiscal, political and economic stability.
"Swiss Strategie - dynamisch" is a flexible mixed fund domiciled in Luxembourg that is geared towards constant growth. It focuses on investments in Switzerland and Europe. Designed 6 years ago for growth-oriented, private investors, it is now also available to institutional investors to complement their investment portfolio.
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Fact Sheets
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CHF_Swiss Strategie_Factsheet_EN_2024-07-31
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EUR_Swiss Strategie_Factsheet_EN_2024-07-31
Fund commentaries
Swiss Fund Management AG
Fact sheet of: Swiss Strategie - dynamisch
Fund manager commentary: May 2024
After the profit-taking last month, the markets we monitor experienced a pleasing development. In particular, the SMI stood out with an advance of over 6.57%. The German DAX Index also gained 3.13%, and the Dow Jones climbed by 2.30%. The EuroSTOXX 50 recorded an increase of 1.15%. Only the Nikkei Index lagged somewhat behind, closing just 0.28% higher.
The yield on the 10-year bonds of the Swiss Confederation increased from 0.7% to 0.84%. The yield on the German Bund also rose from 2.58% to 2.65%. Conversely, the yield on the 10-year US Treasury slightly decreased from 4.63% to 4.57%.
The Euro and the US-Dollar each traded slightly lower against the Swiss franc, closing at 0.9792 and 0.9012 respectively.
The price of gold continued to increase to US$ 2'32.80/oz. The price per barrel of oil decreased by 7.92% to US$ 88.87.
The entire position in PayPal and partially in Aryzta were sold with profit.
The monthly performance of our fund in CHF amounted plus 2,19% The performance of the tranche traded in euros was plus 2.25%.