invest without emotions

invest without emotions

IO Funds News

December 2019

IO DOW - NAV 155.69 +55.69% - all time high within 2y 11mths;

annual rate of return 16.49%

November 2019

IO DOW - NAV 155.06 +55.06% - all time high within 2y 11mths!

October 2019

Welcome to....

easywealth - our new partner for our systematic mandate solutions. Certificates issued by Zurcher Kantonalbank, Zurich and managed based on the IO mandate strategy.

September 2019

New Certificate... be ready more...8 October 2019 on this page

August 2019

left the IO DOW and right the IO DAX performance

IO Strategy - Annual Rate of Return since inception (Jan 2004; Funds Jan 2017)

IO Dow +9.40%p.a. IO DAX 8.03%p.a. as of 28.8.2019

July 2019

29 2019 all time high  IO DOW USD 150.70 / +50.70% within 29 months beating the ETF benchmark by over 5.9% net.

The Best US Large Cap Funds A study of 107 US Large Cap Funds shows...>

June 2019

Liqudity, Fund Size When it comes to fund selection, investor check the duration (since inception) of a fund, assets under management and other criterias.

In our view what really matters is: liquidity of the fund and the funds investments (underlying), performance since launch against benchmark, volatility - all the rest is "good to know" but will not help you to make any forecast about the fund strategy!

Control what you can control and don't speculate!

May 2019

IO DAX Strategy 5 Year Performance vs ETF Benchmark


As of 29 May 2019, the IO DAX Strategy outperformed the ETF benchmark by 3.18%p.a. net

March 2019

IO SLI Index Certificate - NEW ISSUE


Welcome to IO Funds new Certificate on the SLI Index. Based on the same strategy of the IO Funds DOW and DAX, we are proud to expand our Index Outperform Strategy family.

The advantage of the certificate is the minimum size of investments / CHF 1000.00

Leonteq Securities AG Schweiz (Rating BBB- Fitch) is the Index Calc Agent. PMG AG and IO Funds are the Index Sponsor.

More informations and risk disclosure  can be find in the term sheet or on the daily price update under.....


LEONTEQ Securities AG, Schweiz


no investment advise or recommendation!

November 2018

In November, the IO Dow is ranked 13th in international ranking of over 3373 equity funds worldwide based on the 1 year performance (+11%) 


a strong number, as we fight against funds with hedge strategies or a much broader universe...(FX influence)

October 2018

despite difficult market conditions, IO Funds are still outperforming their ETF benchmarkets... 

since inception +4.08% net  since inception +5.72% net

September 2018

IO Dow all time high

USD 147.69 +47.69%

since Jan 2017,  inception

January 2018

1 year live


14 years up and running

Happy Birthday - One Year IO Funds with a very strong (out)performance against ETF benchmark! Keep them going and all the best...


14 years systematic, rule-based investment approach

  6 years live as mandate solution

  2 years live as listed certificate

  1 year open to the public as Luxembourg Funds


IO DOW Jones Fund

December 2017

November 2017

Finaport Ltd, Zürich

October 2017

  • IO-DAX outperformance continues...
  • IO-DAX and DOW Ytd over 20% performance...
  • within 9 months the AuM of the IO-Funds has doubled
  • IO-Funds fund manager team... 

September 2017

IO-DAX Fund (1mth perf)

  • No 2 of 867 Luxembourg 
  • No 5 of 3204 America 
  • No 5 of 3463 Global 

IO-DAX Fund (3mth perf)

  • No 12 of 857 Luxembourg 
  • No 29 of 3179 America 
  • No 34 of 3437 Global 

January 2017

After 14 years only for family and friends, we open our strategy to the public. 

Welcome to the IO Funds DAX and DOW Jones. 


Investing without emotion, this is our promise. Focused, rule-based, systematic. For a long-term outperfromance to our benchmark (ETF or index)