Gutzwiller One EQ

Gutzwiller ONE (USD) - US Equities - Value

CH0012453558
Last Price USD 368.00*

Objective

Gutzwiller One provides long-term capital appreciation by investing primarily in a well-diversified portfolio of undervalued U.S. equities.

Track record

Strategy

The investment approach is conservative, based on independent fundamental research. Fund managers use a disciplined, bottom-up, value-orientated approach to identify growing companies at discounted or reasonable valuations - combine 'value investing with 'non-consensus thinking'.

The fund can invest in large, medium and small cap stocks. The fund is mostly invested in blue-chip companies with global operations. The investment policy pursues the principle of risk diversification and aims to achieve a long term capital appreciation.

Fund features

  • Long track record
  • Quality investment focus
  • Concentrated portfolio of established U.S. companies operating well diversified businesses
  • Focus on profitability, and growth potential at reasonable valuations
  • Investors rather than speculators
  • Low turnover

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Information

  • ISIN (USD) CH0012453558
  • No minimum investment
  • No redemption fees
  • Accumulation
  • Audit: Ernst & Young AG, Basel

* Exclusive Potential Subscriptions Fees