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Return per strategy

The average accumulated return for the savings strategies since inception in July 2023 amounts to 15.43% for Balanced and 17.54% for Yield, after credit losses and before taxes. The strategies have not had a single month with negative returns.

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Balanced - returns and exposure

The average accumulated return since inception amounts to 15.43% – after credit losses and before taxes. The strategy has not recorded a single month of negative returns.

Balanced - August 2025

Yield - returns and exposure

The average accumulated return since inception amounts to 17.54% – after credit losses and before taxes. The strategy has not recorded a single month of negative returns.

Yield - August 2025