Core Stability Growth AMC
A high-conviction global equity strategy built around future cashflows and structured risk diversification.
The AMC launched on 7 May 2026 as the continuation of the same Core Stability Growth strategy previously implemented via managed accounts. From 7 May 2026 onward, reported performance reflects net AMC returns. The AMC can be purchased through your bank, broker, or usual custodian using its ISIN. Managed account solutions are also available for U.S. investors.
Portfolio Construction
The Core–Stability–Growth framework combines different cashflow profiles within a single portfolio: real-asset-backed cashflows, visible near-term cashflows and selective longer-duration cashflow potential.
Real-asset-backed cashflows
Businesses anchored in real-economy cashflows with linkage to physical assets, infrastructure, supply chains, energy systems, industrial capacity and resource constraints.
Visible near-term cashflows
Businesses with durable competitive positions, resilient demand and high visibility into current and near-term cashflow generation.
Longer-duration cashflow potential
Businesses where long-term cashflow potential is supported by structural demand, improving commercial traction or asymmetric upside.
The portfolio is built across distinct cashflow profiles rather than sector labels alone, combining resilience, visible compounding and selective long-duration upside.
Continuous Strategy Performance
The chart and metrics show the continuous Core Stability Growth strategy record since June 2025. Performance up to the close of 6 May 2026 reflects the strategy implemented via managed accounts. From 7 May 2026 onward, performance reflects the Core Stability Growth AMC and is shown net of AMC fees. Live data is displayed during U.S. trading hours with an approximate 15-minute delay.
The Core Stability Growth AMC launched on 7 May 2026 as the continuation of the same investment strategy and portfolio management approach. Performance shown before 7 May 2026 reflects the managed account implementation of the strategy; performance from 7 May 2026 onward reflects the AMC. All displayed returns are net of management and performance fees. Past performance is not indicative of future results.
Benchmark reference: S&P 500 Index via SPY ETF. Metrics are shown for the continuous strategy record from June 2025, with AMC net returns reflected from 7 May 2026 onward.
Structure and Access
The strategy is available through the Core Stability Growth AMC. Professional investors can purchase the AMC through their bank, broker, or usual custodian using its ISIN.
Vehicle
Actively Managed Certificate
Liquidity
Daily pricing and liquidity
Identifier
ISIN CH1494954758
Public Portfolio Snapshot
To balance transparency with protection of the strategy’s active edge, the public snapshot shows published equity positions as of end-2025. Full live holdings, NAV, and investor reporting are reserved for AMC holders.
Strategy Management
The strategy is managed by Bruegger Invest Limited, supported by dedicated portfolio management and risk oversight.
Important Information
Key information and risk disclosures relating to the Core Stability Growth AMC.
Professional investors only
The Core Stability Growth AMC is intended exclusively for professional investors or eligible clients under applicable laws and regulations.
Performance
The displayed record represents the continuous Core Stability Growth strategy since June 2025. Returns before 7 May 2026 reflect the managed account implementation; returns from 7 May 2026 onward reflect the AMC. All displayed returns are net of management and performance fees. Past performance is not indicative of future results.
Risks
Investment in the strategy involves risk, including possible loss of capital. Exposure may include equity market risk, sector risk, leverage, and broader market volatility.
This page is for information purposes only and does not constitute investment advice, an offer, or a recommendation. All performance figures are shown net of management and performance fees. Investors should consult their professional advisers and review the relevant termsheet and documentation before making any allocation decision.