Tramondo Investment Partners AG – Unter Altstadt 10 – Postfach CH-6302 Zug

Tramondo Next Generation (UCITS)

Cumulative Fund Performance

Key fund statistics1


Ann. Performance


Ann. Volatility


Sharpe Ratio


Max. Drawdown


Fund Size

We cannot direct the wind..

An excellent thematic opportunity tends to be supported by a secular trend lasting up to ten years or more. Every trend eventually suffers a setback, however. For instance, once a secular market leader puts in a major top, there is a 50 percent chance that it will decline by 80 percent—and an 80 percent chance it will decline by 50 percent.

A buy & hold strategy can expose investors to sub-par players who are more likely to fold during stock market corrections.

..but we can adjust the sails

Tramondo Next Generation aims to outperform the broad equity market over the longer term by offering exclusive access to the most structurally attractive companies worldwide (“Good Story”).

We prefer to actively trade around a trend (“Good Chart”), exiting technically overbought positions and scaling back in after a correction.

"Change can be frightening, and the temptation is often to resist it. But change almost always provides opportunities - to learn new things, to rethink tired processes, and to improve the way we work."

- Klaus Schwab, Founder WEF

The Fund's Strategy & Approach in a nutshell


  • Click to enlarge
    Click to enlarge

    The investment committee identifies high-growth megatrends, evaluates “growth triggers”, analyses the macro environment

  • The advisory committee assists in the identification of high-growth megatrends and adds perspective through consultation with subject matter experts



  • Click to enlarge
    Click to enlarge

    Identification of the leading companies within a megatrend through fundamental and technical analysis using the CAN SLIM2 methodology

  • Assessment of portfolio qualities, such as country and sector diversification potential, growth, and liquidity criteria



  • Benchmark-agnostic allocation to the most attractive growth trends, whereby the underlying positions determine trend weightings
  • Resulting portfolio holds 80 – 100 actively managed positions

Additional resources

Press release: Approval for public distribution in Switzerland


Additional fund information (Liechtenstein Fund Association, LAVF)


Memberships, awards and ratings

Monthly Net Returns

Key Fund Terms

Share Class Information

1 Strategy Performance based on USD I Share Class
1 Sharpe ratio calculated using a risk-free rate of 1.00%
2 CAN SLIM represents the seven characteristics that top performing stocks often share before making their biggest price gains. It was developed in the 1950s by Investor's Business Daily founder William O'Neil.
3 Converted into UCITS structure on 14 September 2021


Current fund performance. Every month in your inbox.

Please enter your contact details and click on the “Subscribe” button. Done!

Would you like to stop receiving facsheets at some point? No problem. In the fact sheet emails, you will find information on how to cancel your subscription at any time.

About Tramondo

Tramondo Investment Partners AG is a bank-independent Swiss asset manager based in Zug and licensed by the Swiss Financial Market Supervisory Authority (FINMA) to act as an asset manager of collective investment schemes. The firm is a signatory of the UN’s Principles for Responsible Investment (PRI).


Tramondo Investment Partners AG

Unter Altstadt 10
Postfach CH-6302 Zug

+41 41 710 76 76

© 2022, Tramondo Investment Partners AG. All rights reserved.

Important legal notice (Disclaimer)

The official website of Tramondo Investment Partners AG (hereinafter referred to as Tramondo) contains, among other things, information, advertisements (as defined by Swiss Law) and opinions on investment instruments, products and services (hereinafter referred to collectively as “financial products”). You can therefore only visit the website if you carefully read and subsequently accept the following important legal information for financial products. With your consent and your access to the website, you declare that you have understood and expressly agree to the legal information. Tramondo may involve third parties in the operation of the website. The following content also applies mutatis mutandis to information that customers receive, for example in the form of subscribed newsletters. The information as well as the rules of use can be updated at any time. The changes are binding. By the further use of the website and our services we proceed from your knowledge and your agreement.

Local legal restrictions
The website contains information, advertisements (as defined by Swiss Law) and opinions on financial products (e.g. investment funds) which may be subject to different registration requirements in other countries. It is not directed at natural or legal persons for whom the use of or access to the Tramondo website would be contrary to the legal system of their country due to the nationality or domicile/registered office of the person concerned or for other reasons. This applies in particular to citizens and/or residents of Great Britain, Japan and the USA.

No recommendation or offer
The published contents constitute neither a recommendation nor an offer to purchase, hold or sell the financial products mentioned or to engage in other transactions or legal transactions. They are for personal use and information purposes only and may be changed at any time without prior notice by Tramondo, as may these legal notices for financial products. The contents provided in the section on financial products are not recommendations for your investment and other decisions and have no advisory character. Before investing in a financial product, the investor must have carefully read the current legal documents and all other documents that may be required by local legal and regulatory regulations (e.g. prospectus and annual and semi-annual report of an investment fund). It is particularly important to study the legal and risk information contained therein in detail. Before making an investment decision, it is also advisable to consult a specialist.

No warranty
Tramondo takes the greatest possible care in compiling the contents of its financial products. Tramondo and its contractual partners do not assume any guarantee or liability vis-à-vis third parties with regard to the correctness, up-to-dateness and completeness of the published content. In particular, Tramondo is under no obligation to update the content or remove obsolete content. Tramondo also assumes no responsibility and gives no guarantee that the functions of the website with content on the financial products will not be interrupted or error-free, that errors will be rectified or that the website or the respective server is free of viruses or other harmful components and programs. Furthermore, there may be links on the Tramondo website that lead to third-party websites. These links are completely beyond the control of Tramondo. Tramondo therefore accepts no responsibility whatsoever for the accuracy, completeness and legality of the content of such websites or for any offers and services contained therein.

The Internet is an open network accessible to everyone and is therefore not considered a safe environment. Tramondo therefore accepts no liability whatsoever for the security of data transmitted via the Internet.

Risk notice
As a rule, the higher the risk (price fluctuations), the longer the investment period should be, and the higher the return opportunities. The value of the invested capital as well as the resulting income (e.g. distributions in connection with investment funds) are subject to fluctuations or can be completely eliminated. Investments in foreign currencies are subject to direct and indirect exchange rate fluctuations. Individual financial products are generally subject to higher risks.

A positive performance (performance) in the past is no guarantee for a positive performance in the future. Tramondo and its counterparties therefore cannot guarantee that the capital invested will maintain (or even increase) its value, and investors must be willing or able to accept any substantial losses or even total losses. When calculating performance, any fees and costs (e.g. commissions and costs charged on the subscription and redemption of fund units) levied on the purchase, holding or sale of the financial product are not taken into account.

Exclusion of liability
To the extent permitted by law, Tramondo and its contracting partners disclaim all liability (including negligence and liability towards third parties) for any loss arising directly, indirectly or consequentially from any kind of damage connected with the use of the website and its contents or with the risks of the financial markets. Access to and use of the Website is not guaranteed.

Sources of supply
The legal principles of a collective investment scheme, which are listed in the following section on financial products, are made available free of charge by Tramondo to investors domiciled in Switzerland upon request.

Ownership rights
All contents of this website are protected by copyright and are the property of Tramondo, unless expressly stated otherwise. No part of this website grants any license or right to use images, texts, trademarks or logos. Downloading or copying the website does not transfer any legal claims to the software or material contained therein.

Any complete or partial reproduction, transmission, use or further publication of the contents of this website requires the written consent of Tramondo as well as the express indication of the source.

Applicable law/jurisdiction
Access to and use of the Tramondo website and this important legal information for financial products are subject to Swiss law. The exclusive place of jurisdiction is Zug, Switzerland.

No data was found

Please fill in the form below and press the ‘Send’ button. We will contact you shortly.

Please contact me without obligation regarding the following service(s)