🖨️
October 2025

Smartprofit Finder AG

AI Revolution Wealth

Performance Statistics

Total Return Annualized
48.62%
Winning Months (%)
57.53%
Sharpe Ratio
1.98
Best Year
65.44%
Standard Deviation Monthly
11.19%
Value at Risk (VAR)
21.93%

Smartprofit Finder AG

The Smartprofit Finder AG is the licensed Investment Management company in Switzerland. The SPF is a next-generation analytics platform harnessing advanced data science technologies to take you beyond the limits of your current portfolio capabilities. Licensed, secure and Intuitive.

Strategy Description

The "AI Revolution Wealth" strategy is crafted by experts in finance and technology, focusing on AI's transformative power. This equity portfolio targets established, large-cap AI tech companies with a conservative stance, avoiding high-risk practices and favoring diversification and liquidity. It maintains strict caps on individual stock exposure, balancing between blue-chip and select high-growth smaller firms. Investments are spread across stocks, ETFs, and mutual funds, primarily in stable, developed markets. Utilizing derivatives only for FX hedging, the strategy prohibits leverage and short selling. The investment team's blend of financial analysts and technologists positions it to understand and exploit AI market nuances more effectively than competitors, aiming for stable, secure returns.

General Information

Minimum Investment10,000 EUR
Management Fee1.9%
Performance Fee20%
Subscription Fee0%
Legal StructureCH1316794952
Investment RestrictionNone
Social Media

Performance (VAMI)

Monthly Performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year
2025 4.80 -3.04 -8.50 4.16 12.27 11.43 4.57 -1.35 10.10 -0.05 36.86
2024 2.97 11.45 9.32 1.27 10.14 2.10 -10.81 4.72 6.79 1.38 5.38 -5.41 43.56
2023 7.30 3.28 3.51 -2.13 6.65 8.06 5.69 3.15 -6.20 -5.28 18.84 9.14 65.44

Monthly Returns

Risk/Return Comparison

Drawdown

Volatility (12 Months Rolling)

Statistics

AI Revolution WealthS&P 500
Total Return Annualized 48.62% 16.68%
Winning Months (%) 57.53% 55.08%
Sharpe Ratio 1.98 2.34
Standard Deviation Monthly 11.19% 4.20%
Actualized Annual Volatility 38.76% 14.54%
Value at Risk (VAR) (%) 21.93% 8.23%

Contact Us: support@smartprofitfinder.com

More information available upon request.

Disclaimer

Risk Disclaimer. When you invest it is important to gain a fundamental understanding of the risks entailed in investments, investment products and financial services. For more detailed information in this regard we would refer you to the documentation provided in connection with concluding the contract and the risk information published by the Swiss Bankers Association. This product is exclusively intended for professional clients. I confirm that I qualify as a professional client, as defined in Article 4, Paragraph 3 of the Financial Services Act (FinSA) It involves several risks; for comprehensive details, please consult the product term sheet document.

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