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For the estimation of the indicative performance, two aspects are essential:
- The performance expectation of each single asset class
- The strategic weighting of each single asset class
The performance expectation of the different asset classes, consider various factors, which might differ from one class to another. For example, one input variable for bond markets is the current interest rate level, while for equity markets the estimated real GDP growth is used. Estimates are produced for the midterm, 5 to 7 years. The estimated performance will be adapted in case of a relevant change of the market environment. Therefore, there can be ups and downs. The overall performance expectation, which the configuration tool uses to calculate the estimated performance for the investment horizon, is based on the above discussed variables and the strategic asset allocation.
The information provided at our web sites is for promotional purposes only. It serves to provide our investors with additional information and is based on the level of knowledge of the person in charge of drawing up the information on the respective date of its preparation. Financial analyses are carried out by our Economic research department in compliance with all legal requirements. Our representations, analyses and conclusions are of a general nature and do not take into account our investors' individual needs regarding returns, taxes, risk tolerance or whether the financial products or transaction referred to herein is a suitable or appropriate investment for them. The performance and sample calculations provided give no reliable indications on the future performance. Past performance is not necessarily indicative for future performances and transactions in financial products (including but not limited to securities, futures, options and other financial instruments) give rise to risks. The information provided is not to be construed as a personal investment advise or recommendation; an offer to buy or sell; solicitation or recommendation of any offer to subscribe, to buy or sell or to participate in any financial product or to engage in any trading strategy involving them. Since not all products or transactions are suitable or appropriate for all investors, you shall not enter into any transaction unless you have consult your independent advisors (including but not limited to legal and tax advisor) to make sure that, irrespective of the information herein, the planned investment fits into your needs and preferences and the involved risks are fully understood by you. The information derives from sources we consider reliable and complete. We have carefully researched and compiled the information to the best of our knowledge and belief, but we, our affiliates and/or our officers, directors, managing directors, representatives, partners and employees make no representation and warranty express or implied, to the accuracy, timeliness, completeness and correctness of the information provided. We, our affiliates and/or our officers, directors, managing directors, representatives, partners and employees shall not be liable for any losses or damages whatever its nature is (including but not limited to any direct, indirect or consequential loss or loss of profit) and which may result from or be in connection with the access to and/or use of our websites or the reliance upon the information provided. We reserve the right to make changes at any time without notice.