The EFG GLOBAL PORTFOLIO Index Certificate is a Swiss Security that was launched by EFG to replicate the management and performances of Mechelany Advisors' Model Portfolio. The EFG GLOBAL PORTFOLIO Index Certificate enables investors to invest in the management and performances of Mechelany Advisors' Model Portfolio through a single security that can be acquired through any bank by quoting its ISIN number. The EFG GLOBAL PORTFOLIO Index Certificate is quoted in US dollars and has a daily liquidity.
August 2019 Performances
Over the month of August 2019, the EFG GLOBAL PORTFOLIO rose +4.54 % at a time where the MSCI World Equity Index fell by -2.24 % and the MSCI Emerging Market Index fell by -5.05 %, confirming its ability to deliver performances in up as well as down markets.
Over the 5 months since launch, the EFG GLOBAL PORTFOLIO Index certificate returned +8.05% to investors, against +1.93 % for the MSCI World Equity Index and -6.61 % against the MSCI Emerging Markets Index.
On an annualised basis, the performance of the EFG GLOBAL PORTFOLIO Index stands at +20.44%, in line with the average gross performance of +22.8% achieved by Mechelany Advisors’ Model Portfolio over the past 5 years and 8 months.