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

Leistungsausweis mit 50% Aktien und 50% Anleihen

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.

Tamara Kim
«We think and act for the long-term. We do not believe in short-term trading activities, which primarily generate costs at the expense of the client.»
Tamara Kim, Portfolio Manager
Dr. Pirmin Hotz Vermögensverwaltungen AG
Dorfstrasse 16 | 6340 Baar, Schweiz | +41 41 767 46 00
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