On a personal note we would like to inform that on Thursday, 03.03.2022 the the Refinitiv Lipper Fund Awards 2022 have been presented in Switzerland. We are pleased to announce that Pilatus Partners was awarded «Best Group over 3 Years – Bond Small Company».
We are pleased to announce that we made it to the top of the January supplement to the Finanz und Wirtschaft – Fonds’18. For your information, please click on the PDF with the corresponding section of the Finanz und Wirtschaft – Fonds‘18.
On September 16, 2014 the Pilatus Invest Income EUR was newly launched. At the end of the last month of September 2017 this resulted in a continuous, three-year track record. This means that this fund is automatically compared in the analysis tools of the well-known fund rating agencies and compared with investment vehicles in the same category. The EUR-fund (CH0252818072 – I-Class) received immediately a Morningstar RatingTM of ★★★★★.
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
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
Viele Akteure an den Finanzmärkten misstrauen den nebulösen Ankündigungen der US-Administration. Sigi Böttinger von Pilatus Partners verrät, wie man mit Bonds trotzdem positive Renditen erzielt.
Im aktuellen Tief- oder gar Negativzins-Umfeld wird es immer schwieriger, mit festverzinslichen Anlagen Erfolg zu haben. Sigi Böttinger, Fixed-Income-Spezialist bei Pilatus Partners, verrät im Interview, wie man trotzdem positive Renditen erzielt.
