Alphabet & Semiconductors Are Back – Q3/2025

Описание: Alphabet on the rise, semiconductors gaining momentum – in the video, we walk through the key events of the third quarter.

The third quarter brought renewed strength to global equity markets and particularly to the semiconductor sector. Sifter Fund delivered a +3.5% return in Q3, bringing the year-to-date performance to +0.3%. (PA class, 30.9.2025)

While the quarterly numbers show progress, we continue to emphasize the long-term perspective — the cornerstone of our investment philosophy.

00:00 YTD Return
00:37 10Y Return
01:24 Top Performers
10:25 Bottom Performers
18:38 Changes in Portfolio
21:29 Allocations

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.