Core Stability Growth AMC
Global equity strategy built around future cashflows and proprietary risk diversification across independent cashflow drivers.
Performance Snapshot
AMC Vehicle Snapshot
Where available, the latest NAV includes an estimated live NAV before the final NAV is published by GenTwo. Final published NAVs replace live estimates when available.
Annual Performance
| Period | CSG Strategy | SPY | QQQ | CSG vs SPY |
|---|---|---|---|---|
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The strategy originated in 2020. The publicly verifiable strategy record begins in June 2025. Performance before 7 May 2026 reflects managed accounts; performance from 7 May 2026 onward reflects the Core Stability Growth AMC. Today's value may be an estimated live NAV where available.
Executive Summary
Core Stability Growth AMC is an actively managed global equity strategy built on a proprietary Core–Stability–Growth framework, which diversifies risk across independent drivers of cashflow generation rather than traditional style classifications.
Real-world cashflows
Cashflows driven by real-world bottlenecks, infrastructure constraints and capital scarcity.
Visible cashflows
High-visibility cashflows supported by durable competitive advantages and resilient business models.
Future cashflows
Businesses where technological or structural transformation improves future cashflow visibility and scalability.
Investment Approach & Classification
High-conviction global equity portfolio, typically holding approximately 30–35 positions with a structural investment horizon of 3–10 years.
Investment decisions combine bottom-up fundamental analysis with top-down macroeconomic and technological assessments.
The strategy maintains tactical flexibility, including index or sector ETFs for hedging and moderate leverage where appropriate.
Portfolio construction focuses on diversification across cashflow drivers rather than sector labels alone.
Implementation Options
Managed Account
Core Stability Growth is available through managed accounts for eligible investors.
Detailed portfolio composition and institutional portfolio snapshots are available to eligible investors on request.
Core Stability Growth AMC
The AMC was launched on 7 May 2026 as an additional implementation format and continues the same Core Stability Growth investment strategy and portfolio management approach.
One strategy, two implementation routes, one continuous strategy record.
Fees & Costs
| Fee Item | Terms |
|---|---|
| Management Fee | 1.00% p.a. |
| Administration Fee | 0.10% p.a. + CHF 5,000 p.a. fixed annual platform cost applied to the AMC, not per client holding |
| Performance Fee | 20% above annual hurdle of 5%, permanent HWM |
Full AMC terms are set out in the applicable termsheet and product documentation.
Manager & Contact
Bruegger Invest Limited
Founded 1997
7 New Quebec Street
London W1H 7RH
United Kingdom
Contact
Phone: +44 20 7493 8366
Email: csg-amc@brueggerinvest.com
Website: brueggerinvest.com
Institutional Materials
Detailed portfolio composition, institutional factsheets and supporting due-diligence materials are available to eligible investors on request. A brief introductory call may be arranged before detailed materials are provided.
Important Information
Document issued by Bruegger Invest Limited. Authorised and regulated by the Financial Conduct Authority (FRN 190436).
This document is intended exclusively for professional investors or eligible counterparties. It does not constitute an offer to retail investors.
The Core Stability Growth strategy originated in 2020. The publicly verifiable strategy record begins in June 2025. Returns before 7 May 2026 reflect the strategy implemented through managed accounts; returns from 7 May 2026 onward reflect the Core Stability Growth AMC. The AMC is an additional implementation format for the same strategy and portfolio management approach.
Past performance is not indicative of future results. Investments involve risk, including possible loss of capital. This factsheet is for information purposes only and does not constitute investment advice, an offer, or a recommendation.