Fyleen Core Portfolio - Net performance of fees

Reference currency CHF EUR USD

Sharp

Balanced

Max

Sharp

Year
2016 6.5 %
2017 9,4 %
2018 -6,7 %
2019 YTD 10,0 %
Total 20,04 %
Annualized 5,5 %
Risk (volatilized) 6,2 %
Yield / risk 0,88

Balanced

Year
2016 7,3 %
2017 12,7 %
2018 -8,3 %
2019 YTD 11,9 %
Total 24,9 %
Annualized 6,5 %
Risk (volatilized) 7,6 %
Yield / risk 0,86

Max

Year
2016 11,1 %
2017 17,3 %
2018 -9,1 %
2019 YTD 15,4 %
Total 37,6 %
Annualized 9,6 %
Risk (volatilized) 11,0 %
Yield / risk 0,87
Year

Sharp

Balanced

Max

   
20166,5 %7,3 %11,1 %
20179,4 %12,7 %17,3 %
2018-6,7 %-8,3 %-9,1 %
2019, 04.0710,0 %11,9 %15,4 %
    
Total20,04 %24,9 %37,6 %
Annualized5,5 %6,5 %9,6 %
Risk (volatility)6,2 %7,6 %11,0 %
Yield / risk0,88
0,860,87

Sharp

Year
2016 8,1 %
2017 0,1 %
2018 -2,6 %
2019 YTD 11,4 %
Total 17,4 %
Annualized 4,7 %
Risk (volatilized) 5,4 %
Yield / risk 0,86

Balanced

Year
2016 8,6 %
2017 3,2 %
2018 -4,3 %
2019 YTD 13,3 %
Total 21,6 %
Annualized 5,7 %
Risk (volatilized) 6,8 %
Yield / risk 0,85

Max

Year
2016 12,1 %
2017 7,8 %
2018 -5,1 %
2019 YTD 16,8 %
Total 34,0 %
Annualized 8,7 %
Risk (volatilized) 10,2 %
Yield / risk 0,85
Year

Sharp

Balanced

Max

   
20168,1 %8,6 %12,1 %
20170,1 %3,2 %7,8 %
2018-2,6 %-4,3 %-5,1 %
2019, 04.0711,4 %13,3 %16,8 %
    
Total17,4 %21,6 %34,0 %
Annualized4,7 %5,7 %8,7 %
Risk (volatility)5,4 %6,8 %10,2 %
Yield / risk0,860,850,85

Sharp

Year
2016 4,2 %
2017 14,2 %
2018 -7,0 %
2019 YTD 9,7 %
Total 21,5 %
Annualized 5,7 %
Risk (volatilized) 6,0 %
Yield / risk 0,95

Balanced

Year
2016 4,8 %
2017 17,8 %
2018 -8,5 %
2019 YTD 11,7 %
Total 26,1 %
Annualized 6,9 %
Risk (volatilized) 7,5 %
Yield / risk 0,91

Max

Year
2016 8,1 %
2017 22,9 %
2018 -9,3 %
2019 YTD 15,1 %
Total 38,7 %
Annualized 9,8 %
Risk (volatilized) 10,7 %
Yield / risk 0,91
Year

Sharp

Balanced

Max

   
20164,2 %4,8 %8,1 %
201714,2 %17,8 %22,9 %
2018-7,0 %-8,5 %-9,3 %
2019, 04.079,7 %11,7 %15,1 %
    
Total21,5 %26,1 %38,7 %
Annualized5,7 %6,9 %9,8 %
Risk (volatility)6,0 %7,5 %10,7 %
Yield / risk0,950,910,91

A diversified and solid core portfolio will lay the foundation for healthy wealth management.mances of Fyleen’s portfolio indices concretely.

At Fyleen, we are convinced that overperforming the main liquid markets is almost impossible. History proves us right. Information is flowing increasingly fast and millions of qualified investors are making these markets efficient.

We thus focus on the construction of a diversified, robust & cheap core portfolio lean investment. If environmental and social criteria matter to you, we will advise you on companies that promote ethical practices.

Discover the historical performances of Fyleen’s portfolio indices concretely.

A diversified and solid core portfolio will lay the foundation for healthy wealth management.mances of Fyleen’s portfolio indices concretely.

The investment universe we have chosen is a selection of the best ETFs (stocks or bonds) so as to cover all parts of the world and achieve maximum portfolio diversification. Our selection criteria are performance, costs and instrument security.

The construction of your portfolio is based on risk and instrument security (correlation). You will have a choice between three risk profiles. To discover which best fits your situation, please click on the link below :

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*Based on a historical average considering a panel of competitors. Includes the impact of fees as well as a systematic and robust investment process.

Minimal investment50K
TER costs divided by3
26/5000 Additional performance+30%*