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Investment Fund Performance Overview

Professional investment management with diversified portfolio strategies

Best Result

62.76%

FOREX FUND - Aggressive

The most stable

13.63%

REAL ESTATE FUND

FOREX FUND

Currency Trading

Performance (Cumulative)

Fund Size

Available risk levels

Multi-risk Forex trading fund

62.76%

€7.45

4

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REAL ESTATE FUND

Real Estate Investments

Performance (Cumulative)

Fund Size

Available risk levels

Stable real estate investment fund

13.63%

€4,2 M€

1

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PHYSICAL GOLD

Purchase and Custody

Custody

7 Kg

View Details

Performance comparison

FOREX FUND

Multi-risk Forex trading fund

Fund Size

7.45

Available Risk Levels

4

Total Performance

30.16%

Aggressive

Fund Type

Currency Trading

Risk level analysis

Conservative

30.16%

Total Performance

Moderate-Conservative

45.52%

Total Performance

Moderate-Aggressive

53.49%

Total Performance

Aggressive

62.76%

Total Performance

Performance Summary
Risk Level Last Month Current Year TOTAL
Conservative 14.31% 15.59% 30.16%
Moderate-Conservative 21.30% 23.83% 45.52%
Moderate-Aggressive 25.18% 27.85% 53.49%
Aggressive 29.53% 32.71% 62.76%

Historical Performance Analysis

WARNING: The period calculation may not be aligned with actual performance, depending on the start/end date selected. This is due to any periods calculated pro-rata. Please refer to the "Performance Summary" section for consolidated results.

Performance Per Month

APRIL 2024

2.11%

MAY 2024

2.85%

JUNE 2024

2.11%

JULY 2024

2.38%

AUGUST 2024

3.64%

SEPTEMBER 2024

1.68%

OCTOBER 2024

2.12%

NOVEMBER 2024

4.14%

DECEMBER 2024

1.95%

JANUARY 2025

1.7%

FEBRUARY 2025

8.81%

MARCH 2025

5.08%

APRIL 2025

3.24%

MAY 2025

3.35%

JUNE 2025

2.7%

JULY 2025

-5.43%

AUGUST 2025

1.1%

SEPTEMBER 2025

1.49%

OCTOBER 2025

1.66%

NOVEMBER 2025

1.3%

Total Performance

12.00%

REAL ESTATE FUND

Stable real estate investment fund

Fund Size €4,2 M€
Type of risk Standard
Total return 13.63%
Investment type Real Estate Investment
Monthly Performance
0.44%
November 2025
Current Year Performance
7.43%
Jan 25 - Nov 25
Total return
13.63%
Apr 24 - Nov 25
Fund Features
5.2
Volatility
Low volatility compared to stock markets
1.8
Performance Index
Return adjusted to the level of risk
2.1
Maximum Drawdown
Maximum peak-to-peak drop
0.3
Relationship with the market
Low correlation with the stock market
Investment strategy
Main features
  • Diversified real estate portfolio in key areas
  • Focus on income-generating commercial properties
  • Professional property management and maintenance
  • Regular dividend distributions from rental income
Risk Management
  • Conservative leverage ratios to minimize risk
  • Geographic diversification across multiple markets
  • Thorough due diligence on all real estate acquisitions
  • Active portfolio monitoring and optimization
Detailed performance summary
PERIOD PERFORMANCE Fund Size
November 2025
 0.44% 4,2 M€
Jan 25 - Nov 25
 7.43% 4,2 M€
Apr 24 - Nov 25
 13.63% 4,2 M€

PHYSICAL GOLD

TRACED PHYSICAL GOLD

Total in custody
13.45 kg
Purchased in May
0.6 kg
Current Average Price
115.76
Total Value (based on Current Average Price, in K€)
€1,557
Deposit
Safe
Professional vault at the Zurich Cantonal Bank
Investment Type
Physical, Material, Tangible
Gold Investment Strategy
Main advantages
  • Hedge against inflation and currency devaluation
  • Physical possession of tangible precious metal
  • Portfolio diversification and risk reduction
  • Long-term value preservation and asset preservation
Safety and conservation
  • Secure professional vault storage at the Zurich Cantonal Bank
  • Physical GOLD traceable with certificates
Custody summary
Amount Period
Purchased
NOVEMBER 2025
 0.6 kg
In Custody
APR 24 - NOV. 25
13.45 kg
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