The DM Swiss Equity Asymmetric Fund completed its second year of operation at the end of November 2009.
The fund has outperformed the Swiss equity market by more than 17 per cent p.a. during that time.
Managed by Urs Heinimann and Adrian Peter at Mirabaud & Cie in Zürich, the fund achieved an annualized return of 5.02 per cent with annualized volatility running at 3.78 per cent.
Comparative numbers for the Swiss equity market were -12.27 per cent return and 20.09 per cent volatility.
The maximum drawdown experienced was 3.84 per cent with the fund only experiencing negative monthly returns on five separate occasions.
In the period January 2008 through February 2009 the Swiss equity market experienced six separate monthly declines greater than five per cent, a cumulative decline of more than 50 per cent. The DM Swiss Equity Asymmetric Fund only posted actual declines in three of these six months and with total losses amounting to only 2.72 per cent.
Delman, a Geneva based company specialising in the creation and the delegation of managed funds, launched the DM Swiss Equity Asymmetric Fund on 30 November 2007 in partnership with Mirabaud & Cie.
