C&S Performance Plus

Goal The asset management strategy aims to achieve long-term value increase with an investment horizon of 10 years or longer.

Goal

The asset management strategy aims to achieve long-term value increase with an investment horizon of 10 years or longer. Funds are allocated to investment vehicles that provide exposure to liquid securities and alternative investment fund units, ETFs, and traditional investment funds.

Investment Strategy

The portfolio utilises indirect investments through carefully selected Alternative Investment Funds (AIFs), ETFs, and UCITS target funds characterised by strong liquidity and diversification. The approach seeks an optimal mix of returns from small and medium cap companies, real estate as well as yield-based income investments.

Portfolio Profile

Active management focuses on selecting target investments in attractive geographic regions, sectors, and specific securities based on manager expertise and advisor knowledge. The strategy is not linked to any benchmark and focuses on absolute returns.

Liquidity Management

The liquidity profile is structured as highly liquid, determined by the terms of underlying assets and obligations. Individual investment instruments are analysed for their liquidity potential and portfolio allocation.

Links to Factsheets

Monthly factsheets documenting fund performance and composition are available on request: 2023.05, 2023.10–12, 2024.01–05, 2024.08, 2024.10–12, 2025.01, 2025.04.

Parties Involved

Liechtenstein Life

Liechtenstein Life is a life insurance entity providing unit-linked and life insurance products across German, Swiss, Italian, and Liechtenstein markets.