2025 Portfolio Review – Key Events, Changes and Outlook for 2026

Описание: In the annual report video, we review the key events of 2025 and their impact on the Sifter portfolio. We discuss the most important portfolio decisions, company-level changes, and the factors that influenced returns and risk during the year. We also explain our investment thinking and how we evaluate high-quality companies in a changing market environment.

Towards the end of the video, we look ahead to 2026. We outline the key themes, opportunities, and risks, and highlight the areas we are focusing on as we continue to develop the portfolio.

This video is intended for investors who want to understand what happened in the portfolio during 2025 and how we form our outlook for the future.

Since inception, the Sifter Fund PB class has delivered over 80 percentage points of outperformance compared to the broad global equity market. Please note that the Sifter Fund does not have an official benchmark index.

In 2025, the fund returned 6.6% for the PA class and 7.1% for the PI class. Please remember that past performance is not a guarantee of future returns.

00:00 Disclaimer
00:03 A volatile year
00:26 Return 2025
01:00 5 Year return
02:23 +80% excess return
03:16 Top sector
04:11 Bottom sector
04:53 Top performers
13:02 Bottom performers
20:57 Portfolio changes
27:08 Allocations
30:32 KPI indicators
33:52 Outlook for 2026

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Disclaimer:
This is marketing communication for Sifter Fund Global (“Fund”). The information provided is not intended as investment advice to any individual investor. The information provided in marketing materials may contain errors or inaccuracies. Please familiarize yourself with the Fund’s key investor information document and prospectus before making an investment decision. The Fund does not have a benchmark index. Please note that historical performance is not indicative of future results. Investing in funds always involves risks related to uncertainty of returns and fluctuations in value, and investors may lose part or all of the capital invested in the fund.

Information for Investors in Switzerland:
This is an advertising document. The state of the origin of the fund is Luxembourg. In Switzerland, the representative is Acolin Fund Services AG, Maintower, Thurgauerstrasse 36/38, CH-8050 Zurich, Switzerland, whilst the paying agent is Banque Cantonale de Genève Case Postale 2251 1211 Genève 2. The prospectus, the key information documents, the articles of association as well as the annual and semi-annual reports may be obtained free of charge from the representative. Past performance is no indication of current or future performance. The performance data do not take account of the commissions and costs incurred on the issue and redemption of units.