3 year track record – Morningstar Ratings

As of July 29, 2014, the Pilatus Invest Income Funds were newly launched in the reference currencies USD and CHF. By the end of the last month of July 2017, this resulted in a continuous three-year track record. This means that these funds are automatically compared in the analysis tools of the well-known fund rating agencies and compared with investment vehicles in the same category.

The USD Fund (CH0249153948 – I Class) received straightaway a Morningstar RatingTM von ★★★★★while the CHF Fund (CH0249153716 – I Class) was immediately rated with ★★★★. The EUR fund cannot yet be rated since it was only launched on September 16, 2014.

The Morningstar rating agencies’ experts calculate the performance of a fund for three periods, namely for the past three, five and ten years. The decisive factor here is not the absolute performance, but how the fund has performed on a risk-adjusted basis relative to comparable products. If it was among the top 10 percent of this investment category in the period under review, he will be awarded five stars and thus the top rating. The next 22.5 percent get four stars, the middle 35 percent three stars, the next 22.5 percent two stars and the worst 10 percent one star.

We are pleased to inform you about these positive rating results from Morningstar, which have already been achieved after three years. We believe that our proven investment process and the consistent implementation in the individual portfolios will continue to lead to attractive risk-adjusted returns. We would like to express our sincere thanks for the trust you have shown to us.

Sigi Böttinger, CIO

Pilatus Partners AG
Talacker 50
CH-8001 Zürich
+41 44 533 20 50
+41 44 533 20 59