The performance depicted is the performance achieved by LABHA CHF balanced strategy. Past performance is not necessarily a guide to future expectations. Benchmark: 50% MSCI World Equity Index in CHF (net) and 50% J.P. Morgan Global Aggregate Bond Index in CHF. Peers: Balanced Strategy Funds quoted in CHF.

We  believe that just as nature has its cycles and structural shifts, businesses and economies also follow cycles and go through structural changes. The investment process should therefore concentrate on estimating these changes globally to optimise results. We use these principles in addition to all the information and fundamental analysis to formulate asset, regional and sector allocation as well as stock picking.