After the merger of the Abrias Funds with another successful mutual fund management company towards the end of the year 2013, our firm decided to create the Abrias Global Equity Portfolio (in CHF, unconstrained, no leverage) and to fully fund it with its own means with the purpose of creating a track record of investment performance for the future.
The Swiss Franc was determined to be the reference currency. Since inception, the Portfolio has been investing in equities worldwide with no constraints, however without any leverage. Since 2018, the various aspects of sustainability (ESG criteria) have been taken into account in our stock selection process.
The performance record (in Swiss Francs, net of all fees and cost) is shown below: