The Monti Harvest Fund aims to achieve long-term capital appreciation through risk diversification. The Fund will invest mainly in a diversified portfolio of listed equity securities, issued by Swiss, European and US entities.
Weekly
Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | - | -2.0402% | +0.6481% | +1.2601% | +1.9998% | -3.5096% | +1.7559% | +0.7334% | -0.2006% | -1.9214% | -0.0079% | +1.1730% | -0.1094% |
2017 | -0.1935% | +1.2612% | +0.0382% | +0.9936% | -0.8225% | -1.0152% | +1.6808% | -1.0349% | +1.0367% | +1.2620% | -0.9145% | +0.1265% | 2.4184% |
2018 | -0.4430% | -2.0216% | +0.6812% | +2.1748% | -0.4116% | -2.2931% | +1.0153% | -1.9991% | -0.6769% | -2.1629% | -0.5566% | -2.4930% | -9.1865% |
2019 | +2.7263% | +1.4771% | +0.1587% | +1.1035% | -2.0741% | -0.8780% | +1.0807% | -0.6408% | +1.1006% | +0.6231% | +1.3028% | -0.9741% | 5.0058% |
2020 | -0.4992% | -2.4394% | -5.3162% | +4.3695% | -0.0849% | +0.1337% | +0.3609% | +0.9229% | -1.1973% | -1.5265% | +1.1339% | +0.7095% | -3.4331% |
2021 | -0.0928% | -0.7572% | +0.8342% | +0.4462% | +0.6947% | +0.7570% | -0.3243% | +0.3486% | -1.1713% | +0.1493% | -0.7479% | +0.5605% | 0.697% |
2022 | -2.1064% | -0.1933% | +0.7966% | -0.5667% | -2.0674% | -2.9520% | +0.1250% | -0.1861% | -2.9475% | +1.7243% | +0.4901% | -0.8113% | -8.6947% |
2023 | +1.7638% | -1.6039% | +0.4115% | -0.0845% | -0.9519% | 0.0000% | 0.0000% | 0.0000% | 0.0000% | 0.0000% | 0.0000% | 0.0000% | -0.465% |