Core Stability Growth — Actively Managed Certificate (AMC)
Subscription Period Open — Professional investors only
Investment Strategy
Three-pillar approach: Core: Hard-asset equities providing protection against inflation and currency devaluation; Stability: Resilient companies with predictable, expanding cash flows and margins; Growth: Emerging leaders with strong forward free cash flow potential.
Strategy Total Return (auditable period from June 2025)
Core Stability Growth strategy background: Trading since 2020. Results through May 2025 are unaudited and are not displayed. Performance shown is for the auditable period starting June 2025, gross of all fees. Past performance is not indicative of future results.
AMC Availability & Fees
Performance & Risk Metrics
Benchmark: S&P 500 Index. Auditable period from June 2025 (live update).
Portfolio Snapshot
For maximum transparency while protecting our active investment edge, the publicly embedded Portfolio Snapshot displays end-of-quarter 13F-style holdings (aggregated percentage allocations only, approx. 30–35 positions as % of the equity portfolio). These snapshots are updated shortly after each calendar quarter-end and reflect the portfolio composition at that point—no live prices, intraday changes, or real-time updates are shown publicly.
Exclusive real-time portfolio access for AMC holders via your secure Bruegger Invest investor dashboard (web and mobile-optimised). Coming soon: Dedicated iOS/Android app for on-the-go monitoring and alerts.
Quarterly Holdings (13F-style)
Published holdings as of 31 December 2025. Allocations are % of equity portfolio and updated live.