Objective
To provide long-term growth of capital by investing in Swiss Industries.
Track record
Strategy
EG Swiss Equities mainly follows the industry weightings of its benchmark. Based on that, over or underweightings of the large stocks are set. In a further step, selected stock picks from the mid and small company universe are added.
Financial stocks are avoided. The manager applies a disciplined process using strict quality criteria, which include earnings visibility, solidity of the business and the shareholders quality.
The investment policy pursues the principle of risk diversification and aims to achieve a long term performance in comparison to the Swiss Leader Index Perform (Total Return), which is the new Benchmark since May 2016. Between 2005 and the end of April 2016 the fund followed a Blue Chips strategy and had the SMI as Benchmark.
Fund features
- Swiss market "plus" fund
- Quality Swiss stocks
- Growing companies
- Experienced portfolio manager
.
Information
- Only for qualified investor
- ISIN (CHF) CH0047783029
- Tax transparent for Germany
- Bi-monthly liquidity
- No minimum investment
- No redemption fees
- Accumulation
- Audit: Ernst & Young AG, Basel
Documents