The investment strategy of the RealUnit has been continuously fine tuned and optimized over two decades. The performance clearly shows that the RealUnit, with its focus on real assets such as precious metals and the hedging of equity investments, offers significantly better value preservation in times of crisis than the average of the largest Swiss “balanced” investment funds, even during severe downturns in the stock markets. This crisis resistance was successfully confirmed in three strong stock market corrections:

Financial crisis 2008/2009: In contrast to comparable funds with a balanced strategy (–25.57%), the RealUnit suffered a much smaller loss (–12.16%) and also rebounded to pre-crisis levels much faster (after 24 months compared to 76 months).

Covid crisis 2020: The funds made up for the massive slump in April 2020 and recorded an average performance of Ø +1.76% over the course of 2020. The RealUnit, on the other hand, achieved a much more solid annual return of +4.82% even in this crisis year.

Ukraine War 2022: Rising inflation worldwide and the outbreak of the war triggered another correction in the markets. The RealUnit underlined its crisis resilience with a limited loss of only –4.20% in 2022. The benchmark funds lost –15.83% during this period.