DCSIMG

Fund Rating 

This section shows actual Morningstar Ratings of our funds that are published on a monthly basis.

The Morningstar Rating is based on Morningstar Categories, costs and risk-adjusted returns. The Morningstar Categories include funds pursuing effectively the same investment target, based on the single portfolio positions. Morningstar takes special effort and care when the complete portfolios are collected and analysed in order to meet high standards.

  Actual Morningstar Rating

Tax information

An overview of useful general tax information
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Our clients

Premium Swiss private banking translates into enthusiastic clients
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