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Solutions Products News About Onvest

SMART Products

Product Type Asset Class Manager Issuer Strategy Inception Currency Latest NAV Date NAV MTD YTD Inception Trend
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Product Type MTD YTD 3M 6M 1Y 2Y 3Y 5Y SI CAGR Max DD Volatility Sharpe (CAGR – RFR) / VolatilityMAR CAGR / Max DD
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Portfolio

SMART Products

External Products

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Portfolio Allocation

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Risk-Free Rate (% pa)

Banking Instructions

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Return

Risk

Select SMART products and/or ETFs and allocate percentages summing to 100% - performance will compute automatically.

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Reporting Month

Facts & Figures
Historical Performance
Key Statistics
Monthly Returns
Yearly Returns
Contact
Brian Bertelsen COO · Onvest AG [email protected] +41 79 340 7937
Reto Walker CEO · Onvest AG [email protected] +41 79 385 5566
This document is for informational purposes only and does not constitute investment advice, an offer, or solicitation to buy or sell any financial instrument. Past performance is not indicative of future results. Onvest AG is a FINMA-regulated asset manager pursuant to Art. 17 Para. 1 FINIG. All performance data is calculated on a total return basis. Values are as of the selected reporting month end.
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Onvest AG
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