The portfolio performance shown on this page is calculated using a Time-Weighted rate of return (TWR) methodology, which neutralizes the impact of external cash flows (subscriptions and withdrawals). This provides a fair representation of the underlying investment advisors performance over time. All returns are expressed in the reporting currency of the portfolio and may differ from the investor’s base currency due to foreign exchange fluctuations.
Investments are subject to market risk, including the possible loss of principal. Past performance is not a reliable indicator of future results. The value of an investment may fluctuate due to changes in market conditions, interest rates, foreign exchange rates, credit events, and other factors beyond the control of the portfolio manager. Certain investments, including but not limited to alternative assets, structured products, and emerging market securities, may entail higher risks, reduced liquidity, and increased volatility. Diversification cannot guarantee returns or eliminate the risk of investment loss. Investors should carefully assess their risk tolerance, investment objectives, and financial situation and seek professional advice from a licensed investment consultant before engaging in any transaction.
