Performance

Historical performance of our strategies

Performance history of the Global Portfolio

An overview of the historical performance of the classic global strategies

01.08.25 - 31.07.26
1,50 %
4,28 %
7,10 %
9,89 %
13,01 %
15,79 %
18,99 %
22,29 %
25,78 %
29,15 %
32,43 %
01.08.24 - 31.07.25
3,46 %
3,94 %
4,29 %
4,54 %
5,05 %
5,42 %
5,64 %
6,56 %
6,65 %
6,95 %
7,32 %
01.08.23 - 31.07.24
4,77 %
5,99 %
7,21 %
8,42 %
9,61 %
10,80 %
12,01 %
13,09 %
14,30 %
15,46 %
16,53 %
01.08.22 - 31.07.23
-2,32 %
-1,61 %
-0,92 %
-0,24 %
0,43 %
1,10 %
1,75 %
2,39 %
3,03 %
3,93 %
4,25 %
01.08.21 - 31.07.22
-7,05 %
-6,01 %
-4,89 %
-3,78 %
-2,72 %
-1,71 %
-0,56 %
0,51 %
1,52 %
2,17 %
3,62 %
01.08.20 - 31.07.21
1,06 %
4,25 %
7,13 %
10,31 %
13,38 %
16,77 %
20,09 %
23,38 %
26,71 %
30,03 %
32,93 %
01.08.19 - 31.07.20
0,28 %
-0,47 %
-1,04 %
-2,25 %
-2,21 %
-3,92 %
-4,77 %
-5,61 %
-7,13 %
-8,22 %
-8,63 %
01.08.18 - 31.07.19
1,73 %
1,80 %
1,85 %
1,91 %
1,99 %
2,03 %
2,13 %
2,20 %
2,23 %
2,32 %
2,40 %
01.08.17 - 31.07.18
-0,81 %
0,21 %
1,27 %
2,30 %
3,34 %
4,41 %
5,48 %
6,54 %
7,58 %
8,67 %
9,49 %
01.08.16 - 31.07.17
-0,62 %
0,61 %
1,91 %
3,18 %
4,43 %
5,66 %
6,88 %
8,14 %
9,39 %
10,60 %
11,40 %
01.08.15 - 31.07.16
2,42 %
2,30 %
1,49 %
1,08 %
0,67 %
0,32 %
-0,22 %
-0,71  %
-0,89 %
-1,21 %
-2,04 %
01.08.14 - 31.07.15
1,59 %
3,05 %
4,56 %
6,21 %
7,88 %
9,79 %
11,03 %
12,53 %
14,04 %
15,77 %
16,81 %

As at: 31.07.26. The figures are based on the following example: Global investment portfolio in the Digital package (asset management fee of 0.48 percent per year for any investment amount). Up to 30.06.2018, management was carried out by Quirin Privatbank AG. From 01.01.2018 to 31.06.2020, the first €10,000 in the Digital package were managed free of charge; here we have calculated the return for an investment amount of €30,000. From 01.07.2020 to 08.01.2024, the first €10,000 were managed free of charge only in the first year; the resulting one-off asset benefit of €48 is not included in our sample calculation. Returns are calculated after all costs and before tax. Choosing a different pricing model affects the performance figures shown. The figures relate to the past; past performance is not a reliable indicator of future performance.

Performance history of the Sustainable Portfolio

An overview of the historical performance of the sustainable global strategies

01.08.25 - 31.07.26
1,53 %
3,81 %
6,25 %
8,54 %
10,93 %
13,48 %
15,85 %
18,33 %
21,12 %
23,70 %
26,17 %
01.08.24 - 31.07.25
3,31 %
3,49 %
3,67 %
4,32 %
4,03 %
4,21 %
4,40 %
4,60 %
4,79 %
4,98 %
5,17 %
01.08.23 - 31.07.24
4,96 %
6,00 %
7,06 %
8,07 %
9,10 %
10,13 %
11,16 %
12,18 %
13,21 %
14,23 %
15,20 %
01.08.22 - 31.07.23
-3,64 %
-2,98 %
-2,33 %
-1,68 %
-1,03 %
-0,39 %
0,25 %
0,89 %
1,53 %
2,16 %
2,76 %
01.08.21 - 31.07.22
-8,64 %
-7,41 %
-6,27 %
-5,53 %
-4,30 %
-2,65 %
-1,74 %
-0,65 %
-0,27 %
1,74 %
2,71 %
01.08.20 - 31.07.21
0,76 %
3,91 %
7,07 %
10,13 %
13,43 %
16,78 %
20,04 %
23,36 %
26,84 %
30,08 %
33,23 %

As at: 31.07.2026. The figures are based on the following example: Sustainable Portfolio in the Digital package (asset management fee of 0.48 percent per year for any investment amount). Strategy launch: 03.12.2019. Up to 04.07.2022, the strategy was available only in the Comfort package (asset management fee of 0.68 percent per year). The higher asset management fees of 0.68 percent per year were taken into account accordingly in the calculations up to 05.07.2022. From 05.07.2022 to 08.01.2024, the first €10,000 for the sustainable portfolio in the Digital package were managed free of charge; here we have calculated the return for an investment amount of €30,000. The resulting one-off asset benefit of €48 is not included in our sample calculation. Returns are calculated after all costs and before tax. Choosing a different pricing model affects the performance figures shown. The figures relate to the past; past performance is not a reliable indicator of future performance.

Performance history of the Megatrends Portfolio

An overview of the historical performance of the Megatrends Portfolio

01.08.25 - 31.07.26
26,89 %
01.08.24 -31.07.25
11,57 %
01.08.23 - 31.07.24
9,51 %
04.07.22 - 31.07.23
8,92 %

As at: 31.07.2026. The figures are based on the following example: Megatrends Portfolio in the Digital package (asset management fee of 0.48 percent per year for any investment amount). Strategy launch: 04.07.2022. From 05.07.2022 to 08.01.2024, the first €10,000 in the Digital package were managed free of charge; here we have calculated the return for an investment amount of €30,000. The resulting one-off asset benefit of €48 is not included in our sample calculation. Returns are calculated after all costs and before tax. Choosing a different pricing model affects the performance figures shown. The figures relate to the past; past performance is not a reliable indicator of future performance.

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