Vorvertragliche Informationen zu den in Artikel 8 Absätze 1, 2 und 2a der Verordnung (EU) 2019/2088 und Artikel 6 Absatz 1 der Verordnung (EU) 2020/852 genannten Finanzprodukten Eine nachhaltige

Mosaique Asset Allocation SEPTEMBER 2023 Economic strength is most visible in the US, where annualised growth as we entered the third quarter seems to have accelerated markedly. Against this

Portfolio manager’s commentary Portfolio ends an eventful year on a weak note Risk appetite abated and markets fell in December despite a better-than-expected US inflation print and easing inflation

Portfolio manager’s commentary Portfolio resumes positive trajectory Economic activity remains robust as inflation gradually subsides. Despite stresses in the banking system following the collapse of

Portfolio manager’s commentary Portfolio resumes positive trajectory Economic activity remains robust as inflation gradually subsides. Despite stresses in the banking system following the collapse of

LongRun Equity Fund – USD KEY FEATURES Long-term, fundamental equity strategy, using a corporate investing approach to understand, value and select companies. Fundamental unconstrained equities ▪

Pre-contractual disclosure for the financial products referred to in Article 8, paragraphs 1, 2 and 2a, of Regulation (EU) 2019/2088 and Article 6, first paragraph, of Regulation (EU) 2020/852

Pre-contractual disclosure for the financial products referred to in Article 8, paragraphs 1, 2 and 2a, of Regulation (EU) 2019/2088 and Article 6, first paragraph, of Regulation (EU) 2020/852

Key taKeaways ■ A tentative ceasefire has stabilised markets… ■ … and energy costs and trade disruption have so far been manageable ■ We have raised equity weightings back to neutral, and

YTD Return Ann. Return Ann. Volatility Sharpe Ratio Strategy 1.2% 13.6% 12.6% 0.9x Gold 5.5% 14.0% 14.6% 0.8x Risk/return metrics since inception (Oct16) 1200 2400 4800 10/16 10/17 10/18 10/19 10/20