Our performance

Institutional Mandate

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Geneva Management Group © 2022. Data of 29.04.2022. Past performance does not necessarily predict or guarantee future results.

The GMG Institutional Balanced Strategy is a composite index that includes a 3-year live mandate track record owned by GMG for the period 20.05.2019–29.04.2022, as well as the GMG institutional balanced model strategy that is extended to the remaining time frame.

Balanced Strategy

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Geneva Management Group © 2022. Data of 23.02.2022. Past performance does not necessarily predict or guarantee future results.

The Balanced Mandate combines asset allocation and stock selection by investing in high-quality bonds, Swiss equities with superior fundamentals, foreign equity baskets (ETFs) and quality real estate. Asset allocation, which is based on in-depth analyses of each asset class, is one of the main factors driving outperformance.

The balanced benchmark is a portfolio composed of 33% HFRX Global Hedge Fund Index, 33% Bloomberg Barclays Global Aggregate Total Return Index, 33% MSCI ACWI, and 1% Cash (USD). The products or services mentioned are provided as general information only and are not intended to provide investment advice or constitute a direct solicitation on the provisions of investments services.

Defensive Strategy

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Geneva Management Group © 2022. Data as of 31.12.2021. Past performance does not necessarily predict or guarantee future results.

The Defensive strategy benchmark is composed of 15% MSCI ACWI, 45% Bloomberg Barclays Global Aggregate, 35% HFRX Global Hedge Fund Index, and 5% Cash.

Dynamic Strategy

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Geneva Management Group © 2022. Data as of 31.03.2022. Past performance does not necessarily predict or guarantee future results.

The Dynamic profile benchmark is composed of 50% MSCI ACWI, 15% Bloomberg Barclays Global Aggregate, and 35% HFRX Global Hedge Fund Index.

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