Der PARTISAN im Konkurrenzvergleich per 31.12.2020

Direkte Konkurrenzfonds ("CHF ausgeglichen") der grössten Anbieter in der Schweiz

135

130

125

120

115

110

105

100

95 Jun 14 Jun 15 Jun 16 Jun 17 Jun 18 Jun 19 Jun 20 Jun Dez13 Dez14 Dez15 Dez16 Dez17 Dez18 Dez19 Dez20

PARTISAN Strategie Fonds (CHF) S UBS (Lux) Strategy Fund - Balanced (CHF) P-acc (Lux) Portfolio Fund Balanced CHF B

Swisscanto (LU) Portfolio Fund Balanced AA CHF Raiffeisen Fonds - Global Invest Balanced A Julius Baer Strategy Balanced (CHF) A

Renditevergleich* mit ähnlichen Strategiefonds (Aktienquote ca. 40%-55%) Corona- seit Beginn Drawdown 5 Jahre 3 Jahre dieses Jahr Volatilität (3y) (31.12.2013) (19.Feb. - 23.März 20) Partisan Strategie Fonds (CHF) 32% 28% 11% 5.1% -16% 7% Durchschnitt Vergleichsfonds 22% 16% 5% 2.1% -19% 8%

AXA (CH) Strategy Fund – Portfolio 40 A 12% 6% 2% -0.8% -10% 6% BCV Stratégie Equipondéré Inc 19% 14% 4% 0.5% -18% 8% Carmignac Patrimoine A CHF Acc Hdg 20% 11% 9% 12.0% -13% 7% Clientis Fonds (CH) - Balanced A 18% 15% 4% 1.5% -20% 8% Credit Suisse (Lux) Portfolio Fund Balanced CHF B 21% 15% 5% 2.5% -21% 9% Credit Suisse (Lux) IndexSelection Fund Balanced CHF B Acc 19% 14% 4% 0.8% -22% 10% Credit Suisse (CH) Interest & Dividend Focus Balanced CHF A 19% 12% 1% -2.4% -26% 11% JPMorgan Investment Funds - Global Income Fund A (acc) - CHF (hedged) 20% 15% 4% 1.5% -23% 10% Julius Baer Strategy Balanced (CHF) A 19% 17% 7% 3.4% -19% 9% Lienhardt & Partner Core Strategy Fund (CSF) A CHF 13% 15% 7% 3.1% -18% 7% LLB Strategie Ausgewogen (CHF) 14% 10% 0% -0.7% -19% 8% LO Funds (CH) - Balanced Allocation (CHF) P D 21% 16% 7% 1.7% -21% 9% LUKB Expert-Zuwachs 25% 20% 6% 0.4% -20% 9% (CH) Fonds - Sustainable 45 A 30% 20% 10% 3.0% -16% 7% Migros Bank (Lux) Fonds - 50 A 26% 18% 6% 1.0% -18% 8% Pictet CH - LPP 40 R dy CHF 26% 17% 8% 3.3% -15% 7% PostFinance Fonds 4 28% 17% 6% 2.3% -19% 9% Raiffeisen Fonds - Global Invest Balanced B 10% 6% -3% -4.7% -19% 7% Raiffeisen Pension Invest Futura Balanced B 33% 19% 8% 2.4% -17% 8% Reichmuth Alpin Classic 24% 18% 4% 1.8% -15% 8% Schroder International Selection Fund Global Diversified Growth A CHF Hedged Acc 19% 14% 3% 3.4% -20% 9% SGKB (CH) Fund – Strategie Ausgewogen A 21% 15% 4% 0.5% -20% 9% Swiss Life Funds (CH) - Portfolio Global Balanced (CHF) A1 23% 17% 7% 1.8% -18% 8% Swisscanto (LU) Portfolio Fund Balanced AA CHF 23% 16% 5% 1.6% -18% 8% Swisscanto (LU) Portfolio Fund Green Invest Balanced AA CHF 35% 30% 15% 9.6% -20% 10% Synchrony (CH) Balanced (CHF) 13% 13% 3% 1.5% -16% 8% UBS (Lux) Strategy Fund - Balanced (CHF) P-acc 21% 16% 4% 1.7% -23% 10% UBS (Lux) Strategy Xtra SICAV - Balanced (CHF) P-acc 14% 10% 2% 1.5% -22% 9% UBS (CH) Suisse - 45 (CHF) P-dist 31% 20% 9% 2.9% -20% 8% UBS (CH) Vitainvest - 50 World - U 33% 22% 9% 4.5% -20% 9% Vivace (Lux) - Ausgewogen CHF P 21% 15% 5% 1.1% -18% 8% VP Bank Strategy Fund Balanced (CHF) C 13% 12% 5% 4.9% -18% 8% Zurich Invest II - Target Investment Fund 45 CHF B 29% 21% 9% 3.3% -18% 8% * Nach Kosten, Ausschüttungen reinvestiert