First Private Wealth

Investment Objective

First Private Wealth pursues a multi-strategy approach, aiming for convincing returns regardless of the capital market environment. The objective of capital preservation takes precedence over maximizing returns. The fund uses a combination of computer-based models and fundamental research to identify promising asset classes and securities in the segments equities, bonds and alternative assets (commodities, currencies, etc.).

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 1.0 0.4 0.6 0.4 0.7 0.2 0.8 0.3 0.1 0.8 0.8 0.6 0.6
2022 0.1 0.9 0.7 0.3 1.0 0.2 0.8 0.1 0.5 0.8 0.8 0.2 0.7

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