Distribution Partners | Swiss Rock Asset Management AG

«Coordinate forces and succeed together»

Why Swiss Rock Funds?

The experience of investors and the research of academics lead to the same conclusion: Higher returns can be achieved with deliberate investing in the right value drivers.

Fierce competition in capital markets ensures that profits are rarely realized entirely without risk. But not all risks reliably lead to profits. In our Swiss Rock funds, we take only those risks that are worth taking and - just as important - we forgo risks that remain without compensation.

Fund

Swiss Equity Index Plus B

Last update

04/15/2024 - 02:00

Current Value

CHF 19.69

Performance (YTD)

+1.68 %

Fund

Swiss Equity B

Last update

04/15/2024 - 02:00

Current Value

CHF 15.46

Performance (YTD)

+4.46 %

Fund

Swiss Equity Select B

Last update

04/15/2024 - 02:00

Current Value

CHF 12.23

Performance (YTD)

+4.76 %

Fund

Global Equity Defensive A

Last update

04/15/2024 - 02:00

Current Value

CHF 11.04

Performance (YTD)

+4.59 %

Fund

Gold Fund Gold Fund Sustainably Sourced B CHF

Last update

04/15/2024 - 02:00

Current Value

CHF 139.70

Performance (YTD)

+13.33 %

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Think Tank - Reflecting Capital Markets

BBB Bonds: Stable - Popular - (Over)Valued?

A look at the historical development of the credit risk premium (i.e. the additional interest compared with government bonds for the risk of default due to bankruptcy) for European corporate bonds with an investment grade rating (AAA-BBB) shows that lower premiums were only paid in this millennium in the period directly before the major global financial crisis - i.e. 2004-2007. In 2014, 2017 and 2020, today's level was synonymous with bottoming out in each case.

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Real added value with Swiss equities

More than a hundred years of empirical evidence indicates that equities, while highly volatile in the short run, reward investors with a higher return over bonds and cash in the long run. This return differential, the so-called equity premium, is the reason most investors invest in a diversified equity portfolio.

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